1890 The Year We Were Founded
and we're still going strong.
Our Approach
Chmara Morgens Wealth Advisory Group combines over 100 years of financial services experience. Our team is dedicated to taking a comprehensive, full-service approach with our clients. Our client experience is tailored to helping you pursue your specific goals, needs, and dreams.
We design customized wealth management strategies through a disciplined client evaluation process. Our goal is to maintain seamless connectivity with you and your family while holding periodic review discussions with you as life changes. This communication and relationship with your financial advisor are paramount for a solid, long-term investment plan.
We strategically support our clients to help them understand the realities of today’s markets. One of our core principles is that clients benefit most from “Time in the Market” rather than “Timing the Market.” We are confident this approach will yield the greatest opportunity for success when it comes to long-term, multigenerational wealth planning.
We design customized wealth management strategies through a disciplined client evaluation process. Our goal is to maintain seamless connectivity with you and your family while holding periodic review discussions with you as life changes. This communication and relationship with your financial advisor are paramount for a solid, long-term investment plan.
We strategically support our clients to help them understand the realities of today’s markets. One of our core principles is that clients benefit most from “Time in the Market” rather than “Timing the Market.” We are confident this approach will yield the greatest opportunity for success when it comes to long-term, multigenerational wealth planning.
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We look forward to hearing from you and discussing your financial goals.
Stifel
By the Numbers
Put simply, Stifel is a growing 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.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2023.
$444 Billion in Client Assets Under Management
Stifel has nearly $444 billion in client assets under management.
As of December 31, 2023.