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Our Mission

Our team combines more than 70 years of financial services experience working with successful families, individuals, and businesses in the Blue Water area and throughout the country. We provide high-quality wealth management services, education, and investment guidance designed around every facet of your unique financial situation. Our clients’ needs and interests drive our guidance and strategies, and we are empowered to do what is best for you, your family, and/or your business.

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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 plan is essential to providing an outstanding and relevant level of service to each and every client we serve.

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Stifel

By the Numbers

Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial Advisors

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

As of December 31, 2024.

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