Per Stirling Capital Management

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Austin, TX
Per Stirling Capital Management

Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas. Securities offered through B. B.

The very foundation of Per Stirling’s business model is an unfaltering belief that, “if we take outrageously good care of our clients, and treat the members of our team like family, everything else will take care of itself”. Per Stirling has been recognized by InvestmentNews as one of the Best Places in America to Work for Financial Advisors. Further, on a local level, Per Stirling is regularly re

cognized by the Austin Business Journal as One of the Best Places in Austin to Work as well as winning RecognizeGood's Ethics in Business & Community Award. Per Stirling’s business model is to attract exceptional financial advisors in Austin, Dallas, Houston and San Antonio by providing them with virtually all of the advantages of owning their own firm, but without the many associated headaches, and surrounding them with a culture and an environment where the best interest of the client is always placed above all else. If you would like to learn more about the Per Stirling difference, please visit www.perstirling.com. Advisory services offered through Per Stirling Capital Management, LLC. Graham & Co., Inc., member FINRA/SIPC. Per Stirling Capital Management, LLC, DBA Per Stirling Private Wealth and B. Graham & Co., Inc., are separate and otherwise unrelated companies. For more information on all our awards and their criteria, please visit the “Awards and Media” page on our website at https://perstirling.com/awards-and-media/.

06/03/2026

Preparing for the future means more than simply choosing a school. It's about creating a financial strategy that supports your family's long-term goals without sacrificing today's priorities. At Per Stirling, we help families build personalized education planning strategies designed to support both opportunity and long-term financial confidence.

https://www.perstirling.com/client-services

05/29/2026

🎉 Celebrating 4 Years of Brad! 🎉

Today we’re proud to celebrate Brad’s 4‑year anniversary at Per Stirling!

As one of our Operations Specialists, Brad is a key part of our daily engine - contributing consistently to advisor client operations and behind‑the‑scenes support. His work helps ensure our advisors and clients receive the attentive, reliable service they count on every day.

Brad is a trusted teammate who shows up for the team, supports complex workflows, and plays an important role in keeping our operations running smoothly. We’re grateful for his dedication, collaboration, and steady contributions over the past four years.

Please join us in congratulating Brad on this milestone - thank you for all you do! 👏

https://www.perstirling.com/team/brad-borman

05/27/2026

Being financially prepared for the unexpected is an important part of long‑term stability. Life has a way of surprising us - whether it’s an unplanned medical expense or a sudden home repair - and thoughtful planning can help reduce the stress that comes with those moments.

Building an emergency fund, reviewing insurance coverage, and keeping debt manageable are all ways to create a stronger financial foundation.

At Per Stirling, our advisors are available to talk through these considerations and help you think through what preparation might look like for your situation - whenever you’re ready.

https://www.perstirling.com//client-services

Planning

05/23/2026

Celebrating 2 Years of Kate the Great! 🎉

Today we’re celebrating Kate's 2‑year anniversary as one of Per Stirling's amazing Administrative Specialists!

Kate is often the first person clients, advisors, and visitors see when they walk through our doors, and she takes care of everyone with kindness, professionalism, and a genuine desire to help. From supporting our staff behind the scenes to stepping in wherever needed, she is the definition of a true team player.

We’re incredibly grateful for Kate’s positive attitude! Our Westlake office is better because of her.
Please join us in congratulating Kate on this milestone - thank you for all that you do! 👏

https://www.perstirling.com/team/kate-thomas

05/20/2026

Owning a business means navigating important financial decisions while keeping your long‑term goals in view. From tax considerations to succession planning, Per Stirling works alongside business owners to help them evaluate options and make informed choices - so they can stay focused on running and growing their business.

When questions come up, we’re here to be a resource and a sounding board.

https://www.pertsirling.com/about-us

05/15/2026

Starting a savings journey often comes with a lot of questions: How much should I be saving? Where do I begin investing?

You don’t have to have all the answers to take the first step. Getting started with a thoughtful plan can help bring clarity and confidence as your goals take shape.

At Per Stirling, our advisors take the time to understand your situation and talk through what path may make sense for you. If you’d like to learn more about how we work with individuals and families, we invite you to explore further at the link below.

https://www.perstirling.com/building-wealth

05/13/2026

Financial planning isn’t just about the numbers - it’s about shaping a life that feels balanced, intentional, and fulfilling.

A thoughtful “life map” looks beyond your portfolio to help you:
- Align your finances with what truly matters to you
- Create harmony between work, leisure, and future priorities
- Make decisions that support your lifestyle - not just your bottom line

Because real wealth isn’t only measured by what you build, but by how you live along the way.
At Per Stirling, we help connect your financial strategy to the life you want to create.

https://www.perstirling.com/how-we-work

05/08/2026

🎉 Celebrating 5 Years of Excellence! 🎉

Today we’re proud to celebrate Taylor Peterson, CFP®’s 5-year work anniversary! Over the past five years, Taylor has been a consistent standard-bearer for excellence in Compliance, bringing diligence, integrity, and thoughtful guidance to everything she does.

Beyond her core compliance responsibilities, Taylor has continually stepped up with a willingness to take on additional administrative and team leadership roles, always focused on helping the firm run smoothly and supporting her teammates.

Thank you, Taylor, for your dedication, professionalism, and positive impact on our team. We are incredibly grateful for all you do—and lucky to have you! 👏

https://www.perstirling.com/team/taylor-peterson

05/06/2026

Investing sounds simple - buy low, sell high - but in reality, emotions, timing, and uncertainty can make it much more challenging. A thoughtful investment strategy isn't about reacting - it's about planning with purpose and consistency.

At Per Stirling, we help you build a portfolio that reflects your goals, risk tolerance, and time horizon - so you can navigate every market cycle with confidence.

https://www.perstirling.com/client-services

05/01/2026

It’s a question many people put off - but the answer is simpler than you might think: NOW
Estate planning isn’t only about what happens one day. It’s about having a say in what matters most and making sure the people you love are cared for are protected regardless of future events. Planning ahead can offer clarity, confidence, and real peace of mind for you and those closest to you.

At Per Stirling, we’re here to help guide these important conversations, so your legacy is protected and your intentions are honored. When you’re ready, we’re ready to help.

https://www.perstirling.com//client-services

Address

4800 Bee Caves Road
Austin, TX
78746

Telephone

+15126282300

Website

https://perstirling.com/

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