Our Approach

We focus on providing objective investment guidance for each individual client, as each client has their own individual concerns and fears. There is no one-size-fits-all strategy, as we focus on understanding your unique vision, goals, and preferences to design a customized plan to help you pursue your goals.

Path To Success

Proud to Support The Food Group

From left to right: Patrick Johnson, Doug Hockett, Beki Speas, Jeff Tomlinson, Branch Manager, Kelly Hall, Bernie Spielman, Keri McMeans, Executive Director of "The Food Group" and Jim Inchauspe

We are proud to have been able to support The Food Group of Sheridan County this holiday season. These groceries were able to feed numerous children & their families across vulnerable populations, while home for holiday breaks. Thank you, Keri McMeans and the rest of The Food Group, for allowing us this opportunity to give back to the community we love.

Our Clients

Our passion for serving affluent families, endowments, foundations, and other high-net-worth clients is built and founded on trust, integrity, and clarity. The foundation of our relationships is developing a comprehensive wealth management plan and assisting you with your financial concerns, especially in regards to your retirement needs, education planning, tax planning, and estate planning issues.

Learn More

Stifel Smart Rate Program

The Stifel Smart Rate Program (“Stifel Smart Rate”) is an efficient way for clients to manage the cash in their portfolio. Stifel Smart Rate keeps your cash balances at Stifel affiliated banks through your securities account, eliminating the need to open a separate bank account! By using Stifel Smart Rate, you also avoid costly wire fees and waiting for ACH transfers when a securities investment opportunity arises. Best of all, Stifel Smart Rate protects your principal by providing up to $500,000 in FDIC insurance coverage through two Stifel affiliated banks and provides an interest rate that can be compared to other cash alternatives!

Learn More About the Stifel Smart Rate Program

Our History

Stifel

By the Numbers

Put simply, Stifel is a growing 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.

Learn More About Stifel

1890 The Year We Were Founded

and we're still going strong.

$12 Billion in Assets Under Advisement

Our Asset Management affiliates have more than $12 billion in assets under advisement.

As of December 31, 2023.