At Lucien, Stirling, and Gray Advisory Group, we believe financial success is about more than just numbers—it’s about helping you map out a life that reflects your values, dreams, and long-term goals. As a fee-only financial advisory firm based in Austin, TX, we provide coordinated financial planning and investment management designed to guide you through life’s transitions with confidence.
We work with a select group of clients—pre-retirees, business owners, successful professionals, and independent women—who have a minimum of $500,000 in investable assets. This focus allows us to offer the individualized, attentive service they deserve. We take pride in forming deep, trusting relationships, understanding not just your vision of financial success, but the “why” behind it. What drives you? Who are the people and experiences that matter most? These are the questions we explore together to create a financial and investment plan that’s as unique as you are.
A Coordinated, Collaborative Approach
We’re more than just financial advisors—we’re your partners in navigating life’s complexities. Our role is equal parts guide, fiduciary, operations specialist, and financial coach. We help you align your investment portfolio with your values and long-term objectives, keeping your strategies rooted in purpose, not just performance.
From investment management and tax strategies to insurance reviews and retirement planning, we address every aspect of your financial life. But our real value lies in our commitment to coaching you through all the challenges, offering structure, discipline, and encouragement.
Accountability That Drives Success
Organizational Accountability: We employ a disciplined process to evaluate exactly where you are now. We objectively assess your available resources and your unaddressed needs and build a solid foundation for effective financial planning.
Attitudinal and Emotional Assessment: Understanding how you feel about your finances matters. We uncover areas of strength and confidence, while also identifying points of concern or confusion, addressing both the practical and the temperamental aspects of financial success.
Educational Accountability: Knowledge is empowerment. We focus on helping you build confidence in your financial understanding so that no matter what life throws your way, you can face it with the assurance that “you’ve got this.”
Operational Accountability: We provide a detail-oriented, systematized approach so every critical task is handled and nothing falls through the cracks.
Why Choose Us
Selective Client Focus: We deliberately limit the number of clients we serve to create a personalized, high-touch service.
Transparent, Fee-Only Service: As fiduciaries, we provide unbiased advice without sales or commissions, always putting your best interests first.
Long-Term Partnership: Financial success requires active participation. We partner with you to create strategies that evolve with your life.
Resilience and Adaptability: We prepare you for life’s uncertainties with thoughtful planning and realistic expectations, helping you stay grounded through periods of excitement and duress.
Your Values, Your Vision, Our Expertise
We understand that life rarely goes according to plan—and that’s okay. Our mission is to help you stay focused on what truly matters, providing a road map that keeps you well-oriented through life’s twists and turns.
Financial success isn’t just about accumulating wealth—it’s about finding peace and well-being, stabilizing your future, and living a life filled with purpose and joy.