Our Services

We take pride in giving our clients personal attention and a flexible meeting schedule. We strive to make investment planning accessible and straightforward by guiding you through a step-by-step process designed to help build your confidence in your financial decisions.

The investment process begins with one-on-one meetings that will allow us to understand you, your family, or your organization.  Your goals, objectives, current financial resources and liabilities, preference for risk, expected time horizon, and your past experiences will be discussed. As we come to know you, you will learn about us: who we are, what we do, how we do it, and why we love to do what we do.

Once your goals have been established, appropriate strategies will be selected to suit your objectives. We can help you execute a strong financial program utilizing the following products and services:


  • Asset Allocation and Diversification
  • Retirement Income Strategies
  • Institutional Retirement Planning
  • IRA and 401(k) Rollovers/Roth IRAs/SIMPLE IRAs
  • Families with Special Needs Planning
  • Corporate Executive Services
  • College and Higher Education Planning/529 Plans
  • Estate Planning Strategies
  • Managing Endowment or Foundation Assets
  • Annuity Services
  • Executive Services
  • Public Finance
  • Investment Banking
  • Research
  • Understandable Financial Guidance



To investigate our services further, please schedule a meeting with us.


Stifel and its associates do not provide legal advice.  You should consult with your legal advisor regarding your particular situation.  Asset allocation and diversification do not ensure a profit or protect against loss.