Our Approach

Focused on You Now and Into the Future

The Schmidt Financial Group strives to build lifelong client relationships by offering highly personalized wealth management services and guidance. As experienced financial advisors, we understand the importance communication and mutual trust play in our relationship with our clients. Our mission is to help individuals, families, and small businesses work toward a better future based on making informed financial decisions today. Offering a full line of customized financial services, we would be honored to discuss our strategies with you as you face today’s challenges.

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We look forward to hearing from you and discussing your financial goals.


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.

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1890 The Year We Were Founded

and we're still going strong.

29 Billion in Banking Assets

Stifel Bank has $29 billion in banking assets.

As of December 31, 2022.