Our Approach

Your financial needs and goals are uniquely your own.  When working with us, you’ll benefit from a flexible, customizable wealth planning approach and the support of a team dedicated to helping you pursue your goals.  With access to Stifel’s high-caliber resources – including research analysts and economic and market strategists – we are prepared to help you make informed investment decisions based on your needs and risk tolerance.


 
Our Philosophy

When pursuing your financial goals, you deserve someone who can help guide you through the highs and lows of the market.  We are here to listen and help you plan for your future you envision.  You deserve a personal, tailored wealth management plan with strategies designed to help you pursue your goals.

Lasting, meaningful, and open relationships are the foundation of our practice.  You’ve worked hard for your money and should have a full understanding of your investment choices as you make informed decisions for your financial future.

 

Our Commitment to You

We work hard to serve our clients’ needs through careful planning and transparent actions – you’ll know the reasons for our guidance and any fees associated with them.  We pride ourselves on employing a simple and easy-to-understand fee structure.  You have a right to know exactly what you are paying and how it is computed.  You’ll receive timely attention when you have a concern or question, and we can work together in person, by phone, or via e-mail – whichever works best for you.

 



Our Relationship With Stifel

Stifel Independent Advisors, LLC (formerly Century Securities Associates, Inc.) was established in 1991 for independent advisors.  We are a subsidiary of Stifel Financial Corp., a full-service wealth management and investment banking firm offering a full suite of products and services.

Founded in 1890 and located in St. Louis, Missouri, Stifel has a nationally recognized equity research group with approximately 2,000 companies under coverage.  The firm supports approximately 2,300 financial advisors in more than 400 offices across the nation.  Stifel is listed on the NYSE and trades under the symbol: SF. 

Give us a call or stop by our office to schedule a meeting to discuss your financial future.

 
(360) 720-2663 main | (360) 720-2644 fax | (844) 271-7226 toll free

107 South Main Street, Suite G101 | Coupeville, Washington 98239