You're making good money or ready to retire, but you don't want to live on beans and rice. You also want your financial FUTURE to be awesome and as stress-free as possible. You want to make sure your financial future is secure, but you don't have the time or expertise to manage it yourself.
Get more time back in your day to do things you love (therefore avoiding FOMO) by letting us help you with financial planning and investment management (or just do it for you).I founded my firm to create a boutique wealth management experience that provides personalized, holistic advice to clients.even if you're starting from scratch or starting late.
Get more time back in your day to do things you love (therefore avoiding FOMO) by letting us help you with financial planning and investment management (or just do it for you).I founded my firm to create a boutique wealth management experience that provides personalized, holistic advice to clients.even if you're starting from scratch or starting late.
Services
Of course this process starts with you - after all, it's your future we're talking about. I want to know you - what do you value, what do you want to do both now and in retirement. This is where I get to do the fun stuff: design a financial plan that's customized for you. I look at what financial planning and/or investment management strategies will help you get closer to your goals.
Stotler Wealth Management is a family office. We work tirelessly for our clients because our advisors work as fiduciaries, through an advisory relationship, devoted to putting clients' needs and interests first. Clients often come to us with questions - Do I have enough for retirement? Am I making the most of my investment plan?
Mike is 35, works at AT&T, has a 401k he is funding, an old 401k at a previous employer and a Roth IRA. Katie is 32, works at the local school district, funding a 403B and will have a pension upon retiring. Consolidated Mike's old investment accounts under one roof; found more suitable investment options with his current 401k; established beneficiaries on all accounts.
Has more money than she does time, but doesn't know how to direct those dollars effectively. Set up a SIMPLE & SEP IRA for her businesses to allow her to shelter some of her profits and thus potentially lowering her taxable income; this also created a value-add for her employees with an incentive for them to save as well.
Married with two grown children, combined income $150,000 with no financial plan in place and retirement is within 5 years. Has extra money at the end of each month that goes into a savings account with low interest. Developed a full financial plan and showed them they had already done enough to retire early.
Reviews (4)
Shallee Lessmeier
Nov 04, 2021
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Brian Steel
Oct 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Drew runs a very professional financial management business. Every time I have met with him, he comes very well prepared for the review, bringing ideas on my portfolio on what we could change or just a message of stay the course. I trust that he has the best interest in mind for my retirement and future.
Drew runs a very professional financial management business. Every time I have met with him, he comes very well prepared for the review, bringing ideas on my portfolio on what we could change or just a message of stay the course. I trust that he has the best interest in mind for my retirement and future.
Nola Cochran
Oct 19, 2021
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We have had Drew take care of our financials for several years now, he is the most professional, and responsive person that we have had as a financial advisor. And believe me, we have had several. He is also very personable, you feel very comfortable talking to him, and for me, who is not very savvy on the financial aspects, he is great at explaining things to me.
We are very happy that we have Drew to guide us along the way!!
We are very happy that we have Drew to guide us along the way!!
Andrew Bruns
Oct 18, 2021
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