We take a holistic view of each client’s goals and comfort thresholds.  Our team works with each client to define their financial objectives, strategically developing an investment plan that addresses those objectives with risk mitigation in view. We have two financial advisors, one with a CERTIFIED FINANCIAL PLANNER^® certification and one with a Juris Doctorate, offering services that go beyond investments, addressing tax planning and estate planning issues as well.  

Our approach involves fundamental analysis to evaluate each investment for its intrinsic value. We ask ourselves the question, “Would we want to own this investment?” We believe that this further personalizes the client experience.

_{Neither Stifel nor its financial advisors provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.}