Who We Are

Your Stillwater
Financial Advisor

Our modern financial planning process is designed with you in mind. As Stillwater financial advisors, our local, Midwestern values are evident in every action we take—and our 98.6% client retention rate.

We’re ready to discover what is important to you, get organized, and create a plan to achieve financial independence for you and your family.

Our Services

We are ready to help you build the confidence you need to pursue your goals at each stage of your life—whether you are a corporate employee, emerging retiree, or tax-sensitive investor.

Here’s a few of the ways our Stillwater financial advisors can help:

  • Determining readiness for retirement
  • Planning for lifetime income during prolonged inflation
  • Selecting your benefits package– pension and health insurance options, stock options, deferred compensation, RSUs, and retirement savings plans
  • Corporate retirement packages – 3M, Target, United Healthcare, Travelers, Ecolab, Medtronic, many others
  • Investment management and asset allocation
  • Tax mitigation strategies
  • Social security

At every step in the planning process, you’ll also have access to up-to-date information about your assets and investment performance reporting through our Integrated Financial Hub.

Success Stories from Stillwater Clients

You are not a spreadsheet, you are a person.

The 1-to-1 financial support our Stillwater financial advisors provide to clients in your community leads to financial safety and security.

View a sample plan and Your Financial H.E.A.L.T.H. Guidebook we can customize to summarize your financial priorities, create an organized action plan, and measure progress to your goals.

View a Sample Financial Plan

Your Financial H.E.A.L.T.H. Guidebook helps summarize and organize your financial life.

Contact Us

Talk to us about
your situation & goals

We would love to hear about your current financial situation and discuss if we can help. Please fill out the form or email us to start the conversation.

Meet Our Team

Our Stillwater financial advisors are fee-only, credentialed CFP® professionals recognized at for their personalized approach to financial planning. We’re ready to provide you with the education and support you need to make smart financial decisions.

Ready to Start Planning Your Future?

Talk to us about your situation & goals—We would love to hear about your current financial situation and discuss if we can help. Please fill out the form or email us to start the conversation.

Schedule a Call

Don't wait another day, get started now.