A complete list of active advisors currently associated with Stalt Financial, LLC
Warmer can help you find a great advisor at Stalt Financial, LLC or one who fits your needs even better.
Stalt Financial provides portfolio management and financial planning services to individuals—including high-net-worth clients—and business owners, delivering tailored advice to a modest client base. The firm reports discretionary and non-discretionary management and constructs Investment Policy Statements to guide portfolio selection and monitoring. The firm’s investment process combines proprietary research, third‑party analytics, and a primarily ETF‑based approach, with the option to employ defined‑outcome strategies that may limit upside in exchange for downside protection. Stalt Financial offers both long‑term, disciplined management and tactical adjustments when market conditions or client circumstances warrant, and it uses SEI as its primary custodian. A distinctive feature is that certain members of firm management are licensed insurance agents and may recommend insurance products to clients, receiving commissions disclosed as a potential conflict of interest and mitigated by written disclosure and client choice. The firm also engages in business‑to‑business partnerships to provide educational workshops and one‑on‑one consulting for small businesses, and it documents cases where complex planning needs can result in substantially higher fixed planning fees.
To learn more about the advisors currently working at Stalt 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.
Name |
Location |
Years of experience |
|---|---|---|
Troy, MI
| 2
| |
Troy, MI
| 8
|
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