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We understand how much your savings means to you and your loved ones.  

For more than 125 years, Stifel has helped families seek to preserve and grow their wealth for future generations.  The founders of the firm believed that true success came in “safeguarding the money of others as if it were your own.”  We strive to do just that. 

Our mission is to provide sound financial advice based on your comfort with risk.  We take a conservative approach to investing, often using a fee-only model to provide transparency to our discussions.  We recommend carefully considered investment strategies that are appropriate to your needs. 

We offer a wide range of products and services, including access to nationally-recognized equity research, retirement planning, and money management strategies.

We are committed to:

  • Review your portfolios on a regular basis,
  • Monitor their performance, and
  • Collaborate with you to change our strategies as your life changes.

We will also work diligently to ensure you have the appropriate professionals in place to serve your tax and legal needs.

Let us show you what we can do for you.  Give us a call today to schedule a free consultation.  




Stifel and its associates do not provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.