Stockham Financial - Invested In People

In today’s dynamic financial world, we have found that a team approach is an effective method to help clients, possessing a wide variety of needs, as they maneuver through a complex financial system.

Through diverse backgrounds, education, and experience, we believe there are far-reaching benefits and beneficial impacts that our many different services and resources can provide for clients.

No one strategy fits everyone, which is why every client gets our undivided attention and individualized focus. We take a proactive, personalized approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur to keep you on track towards a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would love to hear from you!

WHY WE DO WHAT WE DO

LIVE SIMPLY. WORK DILIGENTLY. GIVE GENEROUSLY.

It is our driving mission to help each and every one of our clients feel confident with their finances and life decisions. We do this by helping to identify goals and needs that help pave the way for success in reaching those goals. We work hard to ensure our clients have access to great human talent both internally and externally to meet their needs in a timely and thorough manner. However, it is our special connection with our clients that really make our endeavors worthwhile.

Our ability to provide exceptional service to our clients is what makes Stockham Financial truly unique. It is an honor that our clients entrust us with their finances because truly, it is a close intimate connection with their lives, families and futures.

We are Invested in People.

Everything You May Need to Achieve Your Dreams

Achieve

You can purchase just about any financial instrument or product online, including stocks, annuities, securities, IRAs, money markets, mutual funds and more. However, purchasing all the financial products in the world won’t add up to a well-rounded portfolio if they aren’t diligently selected to meet very specific goals.

Process

Our process is what makes Stockham Financial special:

  • Sitting down with you and, one-on-one, determine your financial goals
  • Assessing where you have been and what has worked well, and what hasn’t
  • Mapping out a plan for getting you where you want to be
  • Recommending solutions that fit your objectives
  • Continually keeping an eye on your portfolio and the market
  • Guiding you with recommendations that maintain focus and alignment with your goal

Advice

As your financial advisor, we can provide you with the same products you’ll find elsewhere — if they fit your needs. As your independent financial advisor, you can be confident that our recommendations are unbiased.

Openness

Why should our status as an independent firm matter to you? We are under no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment opportunities we believe are best suited to help meet or exceed your financial objectives and goals.

Independence

Independence matters. Take a closer look at the Stockham Financial portfolio of services for individuals plus business owners and their employees, as well as our portfolio of investment opportunities. Then please call us at (910) 295-6606 or email us to set up a review of your financial objectives.