Our Investment Philosophy

At the core of our investment philosophy is a commitment to dependable, long-term strategies tailored to your unique goals. We believe in building wealth management strategies grounded in sound research, risk management strategies, and a clear understanding of market dynamics. We focus on aligning your investments with your individual financial goals, personal timeline, and risk tolerance. Our mission is to provide you with clarity and confidence in planning for your financial future, no matter where you are in your journey.

Ernie Coffindaffer Recognition

Forbes’ Best-in-State Wealth Advisors

(2020, 2026)

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.

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Stifel

By the Numbers

Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

9,000 Associates

The firm has more than 9,000 associates.

As of December 31, 2024.

$5.0 Billion in Net Revenue

in 2024.

As of December 31, 2024.

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