A complete list of active advisors currently associated with Stivers Wealth Management

Warmer can help you find a great advisor at Stivers Wealth Management or one who fits your needs even better.

Stivers Wealth Management provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, creating a written Investment Policy Statement for each account. The firm advises on mutual funds, ETFs, equities, fixed income, and insurance products (including annuities) and includes financial planning for portfolio clients at no additional charge. Stivers Wealth typically implements client strategies by engaging unaffiliated third‑party investment managers and maintaining a co‑advisory relationship with Matson Money, while retaining responsibility for the overall client relationship and periodic review. Its investment process emphasizes long‑term trading supported by a mix of fundamental, quantitative, technical analysis and modern portfolio theory, with allocations tied to documented risk tolerances. Noteworthy distinctions include the principals’ activities as licensed insurance agents and their offering of insurance and structured‑settlement solutions, which the brochure discloses as a potential conflict of interest and documents for clients. The firm also reports its assets as non‑discretionary, requires use of specified custodians (Schwab Institutional or Jackson National Asset Management), and receives referral or fee‑sharing compensation from some third‑party managers, arrangements that affect how services are delivered.

To learn more about the advisors currently working at Stivers Wealth Management, 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.