Your needs come first ...

We share a common conviction of how important understanding is to our work with you.  It is the cornerstone of our partnership as well as the basis of the relationship we form with our clients. 

“Our goal is to build long-term relationships with our clients, anchored by knowledge and performance and sustained with trust and integrity.” 

Most importantly, you deserve to work with professionals who are as committed to your financial goals as you are.  You have our undivided attention, from the first call you make to us, to our first meeting, and any subsequent meetings you choose to have with us.


Stifel Financial Planning Overview

A diagram showing the financial process: Preliminary Meeting & Evaluation, Gather Information  &  Establish Goals,  Analyze Information  &  Develop Plan, Present Plan,  Implement Plan, Monitor Plan, Pursue Goals, Periodically review and revise