An independent wealth management firm where people come first
Whether you're just getting started or rethinking your retirement, our team is here to help you make informed decisions and feel good about your financial direction.
WELCOME
Your Goals, Your Plan, Your Terms
At Stites Financial, we are committed to providing you with the personal and professional service you deserve. Our mission is to help individuals, families, and businesses realize their future dreams by providing specific financial and insurance knowledge, products, and services to help work towards each client's goals.
With over 30 years of experience, twin brothers Bob Stites and Rick Stites have skills in investments, estate planning strategies, benefit plans for businesses, and charitable giving.
Contact us to schedule your complimentary consultation and allow us the opportunity to earn your business and help you toward a confident financial future.
About Our Firm
Real Conversations. Real Strategies. Real Results.
We built this firm because we believe financial planning should feel approachable — not intimidating. Over the years, our team has had the privilege of working with people from all kinds of backgrounds, and the common thread is always the same: they want someone who will be straight with them. That's exactly what we do. We take the time to understand your world, explain things in plain language, and build strategies that actually fit the life you're living. With a team of professionals behind you, you get the benefit of diverse perspectives all working toward the same thing — your goals.
Pickleball in Retirement
Life Insurance Myths: Debunked
