Kacie Swartz

CFP®, CIMA®

Stone Asset Management

Financial Advisor

Kacie Swartz

CFP®, CIMA®

Stone Asset Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kacie Swartz, CFP®, CIMA®

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Kacie Swartz is a Austin, TX fee-only financial planner. Stone Asset Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. 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 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.

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

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Kacie Swartz

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Office Locations:

  • 703 W 10th St
    Austin, TX 78701

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