Stifel

Located on Rodd between Indian and Buttles, Stolz-Smith Financial Consulting Group is a team at Stifel, which is a full-service wealth management and investment banking firm.

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

Our mission is to provide value to our clients, offering a full suite of wealth management services and acting with our clients’ interests first. Client service, not profit, is the primary focus of our practice.

We believe that if we do our job well and deliver value-based service, we will develop mutual trust and respect, as well as a comprehensive plan that aligns with the future you envision.