Our Approach

Your Goals, Our Priority

We take a different approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.

Planning Your Financial Future

Starts Today.

We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.

Let's Start Planning

A Custom Plan Deserves a Range of Services

Our Services

Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.

Wealth Planning

We understand that you have a unique set of circumstances that shape your financial goals and objectives. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to meet your stated long-term financial goals.

Retirement Planning

Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it’s never too late to put a plan of action into place. We can help you find the right plan and the right investments to help pursue your retirement goals.

Estate Planning

Estate planning encompasses more than the distribution of your estate to your heirs. It is a process designed to identify the best way to accumulate, preserve, and pass your wealth by implementing a plan to meet all of your objectives. A carefully prepared estate plan can help you address lifetime management issues and ensure you are financially prepared to meet with an estate planning attorney.

Insurance

We can provide you with a range of insurance services, including life insurance, long-term care insurance, and disability insurance. Stifel represents some of the most stable, trusted providers in the insurance industry, and we will work you to determine the types and amount of coverage that are most appropriate for you and your family.

Asset Management

Using Stifel’s planning capabilities, we’ll analyze your particular investing behaviors, individual preferences, and the asset classes that align with your risk tolerance and customized investment plan. Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.

Investment Banking

Our investment bank is a leader in the middle market, which gives us a unique perspective on emerging managers on our platform. We also engage with our investment banking group to help evaluate these entrepreneurial companies and participate in offerings when private direct investments are available. If your business is in need of capital to help fuel growth or assistance in realizing shareholder value, Stifel stands ready to provide you with the insight and expertise you require, along with a wide range of investment banking services.

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1890The Year We Were Founded

and we're still going strong.

2,300Financial Advisors

Our Private Client Group has approximately 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2020.