Kacie Swartz

CFP®, CIMA®

Stone Asset Management

Kacie Swartz

CFP®, CIMA®

Stone Asset Management

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Kacie Swartz, CFP®, CIMA®

Kacie Swartz is a fiduciary financial advisor in Austin, TX.  Stone Asset Management offers financial planning and investment management to help clients grow and protect their assets through all stages of life. As a fiduciary, Kacie Swartz has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.

Kacie is a CERTIFIED FINANCIAL PLANNER™ practitioner with experience in the financial services industry since 2000.  She also holds the Certified Investment Management Analyst™ certification since 2014.

Kacie is a 2003 graduate of Wichita State University.  Prior to joining Stone Asset Management, she was an Assistant Vice President at SunTrust Investment Services and Senior Investment Associate with Thornburg Investment Management.

Kacie’s background in investment education makes her a good fit for clients interested in broadening their financial planning and investment knowledge.  She specializes in working with mid-career professionals and women facing major life changes like ending a marriage or losing a spouse.  She is a frequent public speaker promoting financial literacy.

Kacie Swartz's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)

Stone Asset Management is a fee-only financial advisor located in Austin, TX.  We provide clients with advice and we are not trying to sell you a particular product or investment.  We are fiduciaries, which means we always put your interests first.  We believe this is the only way to work with something as important as your money.

Since 2004, Stone Asset Management has built relationships with each of our clients that include:

  • Understanding your goals in life and how you feel about your money
  • Advising you on all your financial affairs, or designing a plan to address a single aspect of your finances
  • Showing you what you need to fund your goals
  • Tailoring your investment portfolio to your goals and risk profile
  • Regular reporting on portfolio performance
  • Clearly explaining everything we do for you—investments, fees, and financial plans

Before investing a single dollar, we work with you to craft a personal Investment Policy Statement, outlining your financial priorities, risk tolerance, and time horizon. Then, we build an investment plan designed to meet your goals.

You don’t necessarily need to consider yourself ‘wealthy’ to benefit from working Stone Asset Management.  If you want to simplify your financial life, get clarity on where you stand financially, or are feeling overwhelmed and looking for consolidation and simplification of your finances, please come talk to us.

We find most people are looking for confidence and a feeling of security that they are in control of their finances.  At Stone Asset Management, we are happy to help.

Without A Map, Can You Get Where You Want To Go?

Successfully navigating life’s financial terrain requires a clear statement of where you want to go, understanding how you prefer to get there, a map (or plan) to chart the way, and the tools and advice to help keep you on course.  That’s where we come in. At Stone Asset Management, we’ll come to know you and your goals, and discuss how much risk you are willing to tolerate.  Then we’ll build a plan together that makes the most sense for you.  Along the way, everything is explained fully.  And then we’ll monitor that plan together, with regular reports and meetings to discuss whether anything has changed - with the plan or the destination.

We’re independent, experienced, local, and offer plain-spoken financial advice.  Together, we’ll work out a plan to help get you where you want to go and feel better about your financial future.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Budgeting
  • Retirement Income Planning

Ideal Clients

  • Sudden Money Situations
  • Mid-Career Professionals
  • Retirees and Near Retirees
  • Young Families

Working Together

  • No-Cost Initial Consultation
  • In-Office Meetings
  • Virtual Meetings
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

Contact Kacie Swartz

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Office Locations:

  • 703 W 10th St
    Austin, TX 78701

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