Comprehensive Investment Planning

The Remey Wealth Advisory Group of Stifel

The Remey Wealth Advisory Group’s mission is to provide trusted, high-quality wealth management services. We help our clients diversify and manage their wealth through optimal asset allocation strategies, independent money manager selection, and periodic client performance review discussions. Our services are tailored to each investor and delivered with a high level of professional service. We guide our clients in implementing and reviewing tax-efficient investment plans by working with our clients’ other trusted professionals as needed, as we seek to add value through every relationship. The Remey Wealth Advisory Group utilizes a team approach to strive to provide clients with the utmost in personal service, attention, and professionalism. Our clients include families with significant wealth, business owners, corporate executives, small to mid-sized companies, and charitable foundations.

We look forward to assisting with your comprehensive investment planning needs, including, but not limited to, retirement planning strategies, college planning, and the development of investment strategies to help you pursue your financial goals.

Diversification and asset allocation does not ensure a profit or protect against loss.

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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.

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1890 The Year We Were Founded

and we're still going strong.

2,300 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.