About

At StillWater Financial Advisors we care about more than just the financial success of our clients. We want to work with each person to help ensure that any financial success ultimately leads to living a more fulfilling life, and leaving a meaningful legacy. Money is simply a tool that creates an opportunity for us to see an enhanced quality of life come to fruition. It only achieves its ultimate purpose when it is handled well.  

We also believe that generosity is a key to truly experiencing fulfillment in life and specialize in helping clients explore ideas for creative generosity and help lay a path to turn dreams into reality. When you are a client of StillWater, you become part of a family that aims to connect often to one another and causes that matter.  

StillWater positions itself as a CFO figure in client's lives. We feel each client is the CEO of their life, but as things become more complex over time, families can often benefit from having an experienced, connected team that is helping keep them focused and ensuring that dreams become reality. We love seeing families thrive and get excited to build long lasting relationships that feel more like friendships than business.

Some of the ways we support clients:

• Investment Management
• Retirement (Financial Independence) Planning
• Saving/Saving Strategies
• Giving & Legacy Strategies
• Estate and Trust Planning
• Tax Planning
• Risk Management
• College Planning
• Small Business Strategy & Support

Location - Being heavily relationship focused we have chosen not to maintain an office space. This allows us to meet local clients at a location of their choosing, join them at activities/events that they love, or meet conveniently through online video. The money we save on real estate costs can be allocated to support our clients in other ways through expanded services or generosity initiatives.