Committed to your financial well-being.
Our financial advisers help craft a plan and equip you with the tools to empower you and your family to live the life you’ve envisioned.
Services We OfferA conservative approach to finding your happy place.
Our financial advisers get to know you, your goals and dreams. We then help craft a plan and equip you with tools to empower you to live the life you’ve envisioned.
Services We OfferWe’re here to get you where you want to be.
Stadia Financial clients are people like you. People who share a common vision that when it’s time to retire, they’ll be well-prepared to spend time doing the things they love. We help guide young families just starting out on their journey to financial independence. Independent business owners, successful executives, and retirees who like to travel, enjoy time with their families and pursue their hobbies. Together, we build a strong foundation for the kind of future you envision for yourself and your loved ones.
Success in life comes from surrounding yourself with the right people, including the right financial adviser.
Experience personalized wealth management.
We offer a suite of services designed to help you achieve your financial goals. Whether you’re going through changes in life or mapping out your plan for the future, we’re here to help tailor a strategy that aligns with your needs.
Wealth Management
Investment Strategies
Asset Preservation
Tax Strategies
Estate Planning
Financial Planning
Our focus is you. You. And you.
Stadia’s primary purpose is to help you achieve your dreams and goals for the future. To do so, we take a comprehensive approach to your financial life, considering where you are today and where you want to be down the road.
We’re in Hawaii, for Hawaii.
Headquartered in Kamuela on Hawaii Island, Stadia Financial is fortunate to share in the beauty of Hawaii and the aloha of her people. As a client, you can look to us for insights and advice to help you build your financial future in this special place, including your post-retirement life here, if that’s your goal. Working together, we can plan for the kind of life you’ve envisioned for yourself and your family.
Our guiding principles.
Success is knowing where you want to go and what you want to achieve. We were founded to help you get there.
Building a Strong Financial Future. With an emphasis on capital preservation, our combination of strategies and practices are tailored to provide you with sound advice for both capital growth and peace of mind.
Acting as a financial fiduciary. It is our obligation to provide investment advice and strategies that align with your best interests. We listen to your hopes for the future and help craft a personalized plan to fulfill them.
Friendly, responsive service when you need to speak with someone.
Do unto others. We treat our clients, employees, partners, and others as we would want to be treated.
Why Stadia Financial?
“Do what is right for the client and treat them fairly.”
Brett Kennelly
Founder of Stadia Financial
Keeping your interests in mind is our number one priority. We listen. We care. Our primary goal is to ensure that you never feel as though you’re going it alone and know that we’re here whenever you call, a trusted partner you can rely on. Our experienced team is passionate about making your financial journey smoother and more secure by simplifying your investments and giving you greater peace of mind while continually reviewing and refining our strategies to adapt to evolving market conditions and life’s unexpected events. Our mission is to enable you and your family to live the life you’ve envisioned.
When you’re ready, let’s talk.
Stadia Financial, LLC
65-1230 Mamalahoa Hwy.
Suite D-21
Kamuela, HI 96743
Phone:
(808) 737-1212
(800) 587-4796 (toll free)
* indicates required fields
Stadia Capital®2024 Stadia Financial
Privacy Policy Accessibility Stadia Capital ADV PART 2 (PDF) ®2024 Stadia Financial
Stadia Financial, LLC is a Registered Investment Advisor with the State of Hawaii Securities Division and serves as fiduciaries for our clients. Registration does not imply a certain level of skill or training. Stadia Financial, LLC and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney for their specific situation.
Stadia Capital Group, LLC provides investment products that may or may not be offered to our clients depending on suitability.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.