A complete list of active advisors currently associated with Stauffer Financial, LLC
Warmer can help you find a great advisor at Stauffer Financial, LLC or one who fits your needs even better.
The firm is registered as an investment manager and provides discretionary asset management services to advisory clients described in the brochure as individuals, high-net-worth individuals, and corporations or business entities. At the time of the filing the firm reported no client assets under management and operates with a single advisory professional and one office. Portfolios are built by documenting each client’s investment goals, time horizon, and risk tolerance and then applying discretionary decisions on investment selection, asset allocation, and ongoing monitoring. The firm cites fundamental analysis and long-term purchase strategies, conducts periodic (typically quarterly) account reviews that consider rebalancing and tax-loss harvesting opportunities, and requires clients to custody assets through a designated custodian. Noteworthy for an investment-manager profile, the firm’s principal maintains an affiliated insurance practice and will receive commissions for insurance products, a relationship disclosed in the brochure and described as a potential conflict that is managed through disclosures and fiduciary procedures. The firm is recently established (founded in 2025 with advisory services beginning in 2026), is supervised by its sole owner who also serves as compliance officer, and notes additional outside businesses that are operated separately from the advisory practice.
To learn more about the advisors currently working at Stauffer 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 |
|---|---|---|
Rock Hill, SC
| 6
|
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