1890 The Year We Were Founded
and we're still going strong.
Focusing on your family and business wealth management needs
The Long Wealth Advisory Group combines more than a century of financial services experience working with successful families, individuals, and businesses in the Sarasota Coastal Area. We leverage our long-standing track record and mutigenerational insights to provide tailored guidance based on your unique needs.
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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.
Learn More About Stifel2,300 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, 2022.
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Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
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Benefits of Offering Retirement PlansAn employer-sponsored retirement plan offers many benefits to your employees and your company as well. There are many different retirement plan options available.
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Birthday MilestonesReaching a certain age means being able to save even more and new financial opportunities to get ready for your retirement years.
Article
Taking the Mystery Out of Required Minimum Distributions (RMDs)Over the years, the assets in your IRA are shielded from taxation, allowing you the opportunity to save more for retirement. However, the IRS won’t let tax deferral continue forever. Eventually, you will have to start taking annual minimum withdrawals called required minimum distributions (RMDs) from your traditional, SEP, and SIMPLE IRA (but not Roth IRA), as well as Qualified Plans.
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Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
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Start Planning for Your Future Today!Ask your financial advisor about the Stifel Wealth Strategist Report® today.
Whitepaper
Banking & Trust Services for AdvisorsWe’re a wealth management firm that owns a bank…not one that is PART of a bank. For advisors like you, this represents a significant distinction between Stifel and the bank-owned firms.
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