STENGER FAMILY OFFICE, LLC – Providing Expert Financial Services
STENGER FAMILY OFFICE, LLC is a leading financial advisory firm that has been providing expert financial services to its clients for over 25 years. The firm is led by a team of highly qualified and experienced professionals who are dedicated to helping individuals and families achieve their financial goals.
H2: How does the advisor help clients – Key Takeaways:
– Offers comprehensive financial planning services tailored to each client’s needs and goals
– Regularly monitors and evaluates client portfolios to ensure they are aligned with their objectives
– Provides ongoing support and guidance to help clients make informed financial decisions
– Utilizes advanced technology and tools to offer efficient and effective solutions
– Places a strong emphasis on building long-lasting relationships with clients based on trust and integrity
H2: Facts and Insights
STENGER FAMILY OFFICE, LLC has over $500 million in Assets Under Management (AUM) and a team of 10 highly skilled advisors. The firm’s client base consists of high net worth individuals, families, and small business owners.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|————————|———————|——————-|
| $500 million | 10 | 25+ years |
H2: Financial Services Offered
STENGER FAMILY OFFICE, LLC offers a wide range of financial services, including:
– Investment management
– Wealth planning
– Retirement planning
– Tax planning
– Estate planning
– Insurance analysis
H2: Client Types
The firm primarily serves high net worth individuals, families, and small business owners. They also work with executives, professionals, and retirees seeking expert financial advice and guidance.
H2: Fees & Compensation
STENGER FAMILY OFFICE, LLC follows a fee-only model, which means they do not receive any commissions or compensation from the sale of financial products. This allows them to act in the best interest of their clients and provide unbiased advice.
H2: Background
STENGER FAMILY OFFICE, LLC was founded in 1994 by John Stenger, a seasoned financial expert with over 30 years of experience in the industry. Since then, the firm has grown into a highly reputable and trusted name in the financial advisory space.
H2: Financial Advisor Disclosures to Know
STENGER FAMILY OFFICE, LLC is a Registered Investment Advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interests of their clients. They have a clean record and have no disciplinary actions or regulatory sanctions against them.
In conclusion, STENGER FAMILY OFFICE, LLC is a top-rated financial advisory firm that provides expert services to high net worth individuals, families, and small business owners. Their comprehensive approach, experienced team, and client-focused mindset make them a trusted partner for anyone seeking professional financial advice.