Kacie Swartz| CFP®, CIMA®
Stone Asset Management
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Our Other NAPFA Members
Austin, TX 78701
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Kacie Swartz is a CERTIFIED FINANCIAL PLANNER™ with over twelve years of experience in the financial services industry. She also holds the Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with the Wharton School, University of Pennsylvania.
Prior to joining Stone Asset Management, Kacie spent five years with Thornburg Investment Management in Santa Fe, NM, as a Senior Investment Associate advising investment professionals on asset allocation options for their clients. Kacie also spent over three years as an Assistant Vice President with SunTrust Investment Services in Memphis, TN, specializing in the logistics and complexities of many asset classes types. She worked for four years at Commerce Brokerage Services in Wichita, KS, in Client Services. She graduated with a Finance degree from Wichita State University in 2003.
Kacie is a member of the Financial Planning Association, the Young Women’s Alliance, and is a volunteer career coach with Dress For Success Austin, providing career guidance, technology skills, and support to women entering the workforce.
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.