Your life, your money. Our expertise.

At Lucien, Stirling & Gray Advisory Group, Inc., our mission is simple:

Provide thoughtful, deeply-personalized financial advice, portfolio design, and asset management services to prudent, long-term investors - enabling them to maximize their personal opportunities and minimize their financial concerns.

Peace of mind, security, and the independence to do what’s most important to you: That is true wealth. Because you are unlike any other client, we get to know you personally, and help you manage your own wealth.

In short, we provide advice to fit your life, your needs.

We are an independent, fee-only Registered Investment Advisor. We don’t market products, we don’t accept commissions. We work directly for you, and our success relates directly to yours. Lucien, Stirling & Gray Advisory Group, Inc. is an Austin-owned firm registered under the Investment Advisors Act of 1940.

Who we serve
The firm offers Financial Planning Services, Asset Management Services, and Corporate Retirement Plan consultation for individuals, corporations, trusts, and foundations. We work with established professionals, retirees, and business owners who are successful, prudent investors with a minimum portfolio size of $250,000. We serve those who value personal relationships and want unbiased advice from experienced professionals.

Our clients have worked hard in their chosen professions, and they want to know they will have the freedom to focus on other aspects of their lives, allowing us to focus on money.

Sound like you? If so, please contact us.

How we work
Our initial meeting is always complimentary, because we never enter professional relationships quickly. When we meet the first time, we want to understand who you are, what your goals are, and what you care about most.

We limit our clientele to those we can serve most effectively. We are fortunate enough to be able to select our clients carefully.

When you hire Lucien, Stirling & Gray Advisory Group, Inc., you hire a diverse team of professionals with varied perspectives and talents, so you’ll find an experienced guide at every turn in your financial journey.

And all the while, we focus on you.

Our Services
Long-range Financial Planning may include retirement planning, estate planning, college funding, risk management, and other issues. We’ll assess where you are now, where you want to be, and help you plot the most effective steps to get you there.

And it’s not just about money. We concentrate on helping clients identify and achieve meaningful goals, rather than superficial financial objectives. Crafting a plan is a deeply personal process. It calls for patience, subtlety, and an appreciation that each of us is unique, with different dreams, goals and fears. Your personal values and beliefs are every bit as important to us as your particular investment objectives.

We provide attentive, fee-only Asset Management services for portfolios of $250,000 or more. While other firms may farm out this service, all our expertise resides right here, so you have direct access to all decision-makers. We provide specialized portfolio management for unique objectives, as well as a number of model portfolios designed around common objectives or a common retirement plan such as the University of Texas Optional Retirement Plan or the St. Edwards University 403(b) Plan.

Life is fluid, so we provide ongoing advice. Marriage, divorce, children and grandchildren, career changes, retirement, and death – these are all life transitions that can impact your financial needs and choices. Solid, caring financial advice can make anticipating and adjusting to these changes much easier, because the most successful planning involves regular review and periodic adjustments.

The lifetime process of building, protecting, growing, enjoying and passing on wealth, in all its forms, is what we are about. We value long-term relationships, and we work with clients who share in that belief.