How Does Stillwater Financial Help Clients – Key Takeaways:
Stillwater Financial is a highly reputable financial advisory firm that provides expert guidance and tailored solutions to clients seeking financial stability and growth. With a team of experienced advisors and a comprehensive range of services, Stillwater Financial is dedicated to helping clients achieve their financial goals.
Facts and Insights
Stillwater Financial has been in business for over 20 years, providing top-notch financial services to clients across the country. In 2019, Stillwater Financial reported $2.3 billion in assets under management, with a team of over 50 advisors serving a diverse range of clients.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2.3 billion | Over 50 | 20+ years |
Financial Services Offered
Stillwater Financial offers a wide range of financial services to individuals, families, and businesses. These services include investment management, retirement planning, tax planning, estate planning, insurance planning, and more. Given the complexity of financial matters, Stillwater Financial ensures that all solutions are customized to meet the specific needs and goals of each client.
Client Types
Stillwater Financial serves a diverse clientele across various industries and life stages. Their clients include high-net-worth individuals, business owners, professionals, and retirees. They also work with corporations, non-profit organizations, and trust accounts.
Fees & Compensation
Stillwater Financial values transparency and ensures that all fees and compensation structures are clearly communicated to clients. The firm typically charges a percentage of assets under management or an hourly rate for their services. They do not receive any commissions or incentives for recommending specific products or investments, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
Stillwater Financial was founded in 1998 by financial expert John Smith, who wanted to offer personalized and comprehensive financial services to clients. Over the years, the firm has built a solid reputation for its ethical and client-focused approach, leading to its continued growth and success.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s essential to understand their background and any potential disclosures or disciplinary actions. Stillwater Financial is proud to have a clean record and regularly updates their Form ADV, which provides information about the firm and its advisors, including their qualifications, services, and fees.