Kacie Swartz

CFP®, CIMA®

Black Barn Financial

Managing Partner and Wealth Advisor

Contact Me

Kacie Swartz

CFP®, CIMA®

Black Barn Financial

Managing Partner and Wealth Advisor

As a fee-only planner, I provide guidance and expert advice to individuals and families as they build financial independence. - Kacie Swartz, CFP®, CIMA®

Contact Me

512-368-9179

Website

Kacie specializes in supporting clients who are going through major life changes like ending a marriage or losing a spouse.

Kacie Swartz is an Austin, TX fee-only financial advisor serving clients locally and across the country.  She and the rest of the team at Black Barn Financial are passionate about partnering with clients who are ready to plan with clarity and invest with purpose.  

Kacie's background in investment education makes her a good fit to guide clients as they move through transition periods and to support them as their personal financial planning needs evolve. As a fee-only, fiduciary, and independent financial advisor, Kacie Swartz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Kacie Swartz has been in the financial services industry since 2001 and a CERTIFIED FINANCIAL PLANNER (TM) practitioner since 2012. She is also a Certified Investment Management Analyst® (CIMA®), a certification integrating the technicalities of investment portfolio construction with the nuances of behavioral finance. For over 20 years, Kacie has been committed to simplifying financial concepts and making financial literacy accessible to everyone.

Having a trusted expert to lean on can be extremely comforting for people experiencing divorce, the death of a significant other, or receiving an inheritance. Kacie’s background in investment education makes her a good fit to guide clients as they move through these transition periods and to support them as their personal financial planning needs evolve.

Kacie is a spokesperson for the CFP® board’s Women’s Initiative to attract women to the financial planning profession. She is also a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), the Investments & Wealth Institute, and the Ellevate Network. She has been published in national media outlets such as The New York Times, Real Simple, Money Magazine, Kiplinger, and more. 

Originally from Kansas, Kacie graduated from Wichita State University Magna Cum Laude with a degree in Finance. She is an active supporter of the Austin Diaper Bank, American Gateways, Health Alliance for Austin Musicians and the Central Texas Food Bank. Kacie happily lives in South Austin where she and her husband enjoy exploring playgrounds with their two small children.

Kacie Swartz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Future-focused. Fiduciaries. Founded and growing in Austin, Texas. We keep it simple and show you what’s possible.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Life Transitions (Examples: changing careers, divorce, widowhood)
  • Maximizing Tax Efficiencies
  • Collaborative Advisory Relationships
  • Investing in Sustainable and Environmental, Social and Governance (ESG) Focused Investing
  • Simplifying Income Distribution Strategies

Ideal Clients

  • Higher Education Professionals
  • Sudden Money Situations
  • Retirees and Near Retirees
  • Growing Families
  • Novice Investors

Working Together

  • In-Office & Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation
  • Project Based Consultations
  • No Asset Minimum

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kacie Swartz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Kacie Swartz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CIMA - Certified Investment Management Analyst
    Kacie Swartz is a Certified Investment Management Analyst® (CIMA®)

    The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.

  • Financial Planning Association
    Kacie Swartz is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Kacie Swartz

512-368-9179

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Office Locations:

  • 2305 Hancock Drive
    Suite 105
    Austin, TX 78756

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