We are an independent employee-owned financial advisory group dedicated to improving the lives of our clients, our colleagues, and our community through exceptional wealth management services for over 30 years.
We Take a Different Path
We founded Stoever & Palmore to break free from the traditional, Wall Street model and to build an independent practice focused on personalized service, collaboration with our clients, and transparency.
What We Do
Our team prides itself on providing truly exceptional services to every one of our clients. We provide goals based wealth planning while putting their interests ahead of our own. We act with integrity and provide sound and wise strategies to give our clients the freedom to focus on the lives they want to lead.
Who We Are
We are a multi-generational, hard-working team of individuals that care for and provide the highest level of personal service to our clients.
The Barron’s Top 1,200 State by State Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.