A complete list of active advisors currently associated with Stoecker Financial, Inc.

Warmer can help you find a great advisor at Stoecker Financial, Inc. or one who fits your needs even better.

Stoecker Financial provides asset-allocation investment advisory and wealth management services to individuals, high‑net‑worth clients, trusts and business entities. Services described in the brochure include discretionary portfolio management using institutional‑class mutual funds, exchange‑traded funds and dimensional funds, as well as access to variable annuities and non‑traded REITs, plus separate financial and tax planning engagements. The firm employs customized, formula‑driven asset allocation and uses institutional money managers and co‑advisor relationships to implement disciplined, rules‑based strategies. Its approach emphasizes structured or tactically active allocation with periodic rebalancing and discretionary authority to adjust portfolios to changing market conditions and client circumstances. Noteworthy aspects that distinguish the practice from many peers are its affiliated insurance activities and use of insurance products, the publication of a client periodical/website under the On The Mark Money brand, and the offering of educational seminars and workshops. The brochure also reflects a small scale of operations—managing a few million dollars for a limited client roster—and documents such as recorded planning meetings and a separate financial & tax planning contract.

To learn more about the advisors currently working at Stoecker Financial, Inc., 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.