01. About Us
Stoeckler Financial is an independent registered investment advisor that provides fee-only portfolio management services as a fiduciary to our clients. We are committed to serving our clients’ needs through long-term professional relationships.
Our goal is to provide you with academically sound, customized investment services that will afford you greater peace of mind, enabling you to concentrate on what matters most.
Building trust and chemistry with each of our clients is important. This philosophy, along with more than 20 years of experience in the financial services industry, enables the Stoeckler Financial team to help you achieve your financial goals and enhance your quality of life.
02. Company Philosophy
At Stoeckler Financial, we believe there is a better way to deliver financial advisory services… and it requires a customized, holistic approach that develops and maintains a vision centered on the values most important to each client.
Our comprehensive, personalized approach goes beyond the technical aspects to improve our clients’ experience and deepen the client/adviser relationship. Our dedicated advisors focus on asking quality questions and take the time to understand our clients’ unique lifestyle and values – caring more for the overall well-being of our clients than for our daily bottom-line.
03. Getting Started
Stoeckler Financial’s portfolio management services are best suited for prospective investors with $50,000 or more of investable assets.
Interested in getting started with Stoeckler Financial's fee-only portfolio management services?
Prospective investors may contact us by phone at (262) 797-8188 or email us at email@example.com – or visit the Contact page and submit and online request
Stoeckler Financial’s portfolio management services are best suited for prospective investors with $60,000 or more of investable assets.
Financial Life Planning Process
Step 1: Discover
We begin by understanding, articulating, and prioritizing your financial goals.
Step 2: Analyze
We collect relevant information to analyze where you are relative to what you wish to achieve.
Step 3: Recommend
We will propose appropriate strategies towards achieving your financial goals.
Step 4: Implement
Stoeckler Financial will develop an action plan for implementing your desired strategies.
Step 5: Review
We will periodically review, measure, and guide your progress towards your financial goals, while uncovering new financial objectives through our continuous wealth management process, keeping your plan up to date.
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