Looking for a new investment plan?

Working with us – like many Conshohocken residents do – is like having your own personal in-house financial advisor, but with the resources and capabilities of an industry-leading firm.  Our team develops customized wealth management plans and investment strategies that focus on our clients' needs, goals, and future circumstances.

What makes us different?  We offer:

  • A family office touch.  Our tight-knit group offers the kind of personalized service typically available from single-client family offices.

  • Proactive communication.  We have a fixed communication structure with our clients so they know exactly when they can expect to hear from and meet with us.

  • Client-focused planning.  Backed by Stifel's high-caliber resources, we are a one-stop shop for your diverse wealth management needs. 

Let us show you the Stifel difference.



Neither Stifel nor its associates provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.