A complete list of active advisors currently associated with Stillwater Financial
Warmer can help you find a great advisor at Stillwater Financial or one who fits your needs even better.
The firm is a solo, state-registered independent advisory practice that manages roughly $34 million for about 42 clients, primarily individuals and high‑net‑worth households, and also provides project‑based and ongoing comprehensive financial planning. In addition to individual portfolio management, the firm offers retirement plan services to employer plan sponsors and participant‑directed retirement accounts. Its investment approach emphasizes Modern Portfolio Theory and largely passive portfolio construction using index mutual funds and ETFs, while also citing fundamental analysis to inform asset‑class and security selection. Client relationships are implemented via individualized investment policy statements, with discretionary management and the ability for clients to impose reasonable restrictions on holdings. What is distinctive for a small independent, solo adviser is the active retirement plan practice — the firm advises and monitors employer plans and acts in a fiduciary capacity under applicable retirement‑account rules, a service relatively uncommon among peers. The firm also bundles ongoing comprehensive financial planning with its investment management clients (without an additional charge for those clients) and its principal holds CFP certification and an accounting/finance background, with disclosed involvement in real estate investment activities.
To learn more about the advisors currently working at Stillwater Financial, 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 |
|---|---|---|
Stillwater, OK
| 9
|
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