A complete list of active advisors currently associated with Stadium Financial LLC

Warmer can help you find a great advisor at Stadium Financial LLC or one who fits your needs even better.

Stadium Financial LLC provides investment management and a range of financial planning services to individuals, high-net-worth clients, pension and profit‑sharing plans, charitable organizations, investment advisers, corporations, and other businesses. Its planning offerings include one‑time financial plan creation, ongoing comprehensive planning, and hourly engagements that cover cash flow, retirement projections, estate and tax planning, business planning, and insurance reviews. The firm constructs portfolios using strategic and tactical asset allocation and may combine active and passive vehicles, drawing on fundamental, technical, cyclical, and tactical analyses described in its brochure. According to the brochure, it reports no discretionary assets and $26,842,844 in non‑discretionary assets under management (AUM) as of December 31, 2025, so client authorization is required before implementing trades in those accounts; the firm also reviews and advises on accounts it does not directly manage. What is noteworthy about the firm relative to many peers is that it serves institutional client types (e.g., pension and profit‑sharing plans) while reporting primarily non‑discretionary AUM and that it may provide written performance or holdings reports and use projections in retirement and financial planning. Those practices — periodic performance reporting and reliance on non‑discretionary mandates alongside institutional engagements — are less common among independent advisers of this type.

To learn more about the advisors currently working at Stadium Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.