Lucien, Stirling & Gray Advisory Group caters to individuals, corporations, foundations, and trusts in Austin and the surrounding areas. It provides analysis and recommendations on clients' assets and liabilities, cash flows, insurance coverages, investments, and tax situations. It also offers asset management services, such as accounts set-up, asset transfers, investment policy design, and portfolio allocations. Lucien, Stirling & Gray Advisory Group was established in 1992. Mark Ward, the chairman, has been with the firm since 1999. He is a Certified Financial Planner and a Chartered Financial Consultant.