A complete list of active advisors currently associated with Stagner Financial Advisory

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

Stagner Financial Advisory provides discretionary asset management to individuals, including high‑net‑worth clients, and offers advisory services to sponsors of qualified retirement plans. Services include ongoing portfolio management for individual accounts and ERISA 3(21) plan advisory functions such as investment policy development, monitoring of plan options, and participant education. The firm’s investment process draws on fundamental, technical, and cyclical analysis and documents client goals in investment policy statements and risk‑tolerance assessments. Accounts are generally managed on a discretionary basis with periodic (typically quarterly) reviews, reporting to clients, and broker selection guided by a best‑execution standard with a recommended custodian relationship. Compared with many peers, the firm’s principals maintain significant outside practices: a licensed insurance practice and an affiliated accounting firm, and the firm also offers separate small‑business valuation services, all disclosed as potential conflicts of interest. The brochure also discloses the firm’s use of endorsements and testimonials in advertising—an uncommon practice among similar advisers—and its provision of ERISA 3(21) non‑discretionary fiduciary services to plan sponsors.

To learn more about the advisors currently working at Stagner Financial Advisory, 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.