WHO WE ARE
OUR MISSION & VISION
Where It All Started
After more than a decade at a well-known financial firm, our founder realized something was missing. Too often, clients were being seen only a few times a year in brief, structured calls—hardly enough to provide truly personalized advice. True financial planning is more than investment guidance. It addresses estate planning, insurance, tax strategies, and generosity—creating a comprehensive partnership for timely, informed decisions. Most importantly, the best advice comes from someone who starts with an understanding of the values and beliefs that shape each client’s financial life.
StillWater was born from this vision. Built on a foundation of service and impact, we’re passionate about supporting clients who value generosity, making a difference, and building meaningful, multigenerational legacies. We carry these values into how we run our business—treating clients as partners and centering many of our events around supporting local causes in our community. In short, we help people build purpose-driven wealth while making a positive impact in the world. Advancing human flourishing is our ultimate goal—wealth management is the tool we use to bring it to life.
Why We Exist
While many financial advisory offers focus on investments or insurance, few offer truly comprehensive services, deep relationships, and affordable pricing. Even fewer approach their work as a calling to better the world beyond their own business success and are willing to be held accountable for practicing what they preach. We wanted to bring an uncommon mission to a common industry.
At StillWater, we act as your financial CFO, helping you foresee and navigate the complexities of your life. We aim to model creative generosity and help you explore the deeper questions around your own values and purpose. When appropriate, we connect clients with values-aligned investments and vetted nonprofit causes. We get excited to build out personalized generosity plans for those charitably inclined. Our goal is to build lasting relationships across generations—helping families not only receive wealth but steward it with intention and purpose for a lasting legacy.
What Sets Us Apart
Let’s be honest, there are a lot of financial services firms out there and many seem to offer slightly different versions of a few core services. StillWater sets itself apart with a deep commitment to generosity and having a meaningful impact. We prioritize personal care and service, focused on building lasting relationships rather than simply managing accounts. We treat every client as a partner, with a path for rewarding loyalty with lower costs and expanded services over time. Our concierge approach means we come to you when local, and use technology to make your experience both convenient and personal.
StillWater chooses new clients based on values alignment and a mutual desire to see one another succeed in life, not based on net worth. We welcome clients at every stage of their financial journey, offering affordable minimums to ensure accessibility. Legacy building is at the heart of why we do what we do—we help families define and communicate their values to ensure smoother, more purposeful wealth transitions across generations. At the conclusion of this life, what will really matter is the imprint you leave behind through the people you touched and the memories you made. We challenge clients to plan with the end in mind so their money goes to what matters to them.
Our Promise to You
You’ll never be just a number. We’ll know you and your unique needs personally. Our hope is to become friends with the people we serve and desire to spend time with them.
We’ll continuously work to deliver exceptional value—helping you get more from the relationship than you put in.
Your success in life is based on more than investment returns. We’ll help you define your goals, address doubts and fears, and equip you with a tailored plan to live the life you choose as it evolves.