It’s all about your success.

As with many of life’s endeavors, success often comes when you surround yourself with the right people. That includes working with the right investment team.

A conservative approach to your happily ever after.

At Stadia Financial, you’re working with dedicated professionals who have extensive experience with clients at all stages of their investment journey. We take the time to get to know you and to recommend investments and financial plans that are best suited to your objectives and time horizon.

Our team includes Professors of finance, PhDs in economics, Certified Financial Planners, MGA’s, CPAs, and other financial professionals who have years of experience in their respective fields. We combine financial expertise with a deep understanding of the markets to deliver sound advice and proven strategies.

A conservative approach to your happily ever after.

At Stadia Financial, you’re working with dedicated professionals who have extensive experience with clients at all stages of their investment journey. We take the time to get to know you and to recommend investments and financial plans that are best suited to your objectives and time horizon.

Our team includes Professors of finance, PhDs in economics, Certified Financial Planners, MGA’s, CPAs, and other financial professionals who have years of experience in their respective fields. We combine financial expertise with a deep understanding of the markets to deliver sound advice and proven strategies.

We take a team approach.

We work in a collaborative environment, pooling the collective knowledge and insights of team members to simplify investing and deliver the best possible outcomes. This teamwork ensures that every client benefits from our combined experience and expertise rather than relying on just any one individual. Our team of advisors, investment managers, and expert partners have over 100+ years of combined experience.

INVESTMENT TEAM

Stadia’s Investment Team leads our investment strategies. They’re assisted by analysts, who conduct research, perform financial modeling, and analyze potential investment opportunities.

The Investment Team is responsible for actively managing specific portfolios within the firm. They track performance, rebalance portfolios as necessary, and make decisions on asset allocation daily.

RISK MANAGERS

Our risk managers identify, analyze, and act to mitigate risks associated with investments. They also ensure that the firm adheres to risk management policies. Meanwhile, our compliance officer safeguards that the firm follows legal and regulatory requirements, develops compliance policies, and monitors the firm’s activities.

We also have professionals in client relations, who are responsible for being there to respond to the needs of our clients.

Clear strategies, personalized solutions.

As a team, we develop clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. Our objective is to provide every client with a tailored and strategic financial guide that aligns with their unique financial goals and risk tolerance.

Our advisors have a keen ability to listen and translate client needs into actionable investment plans, whether it’s growing wealth for future generations, securing a comfortable retirement, or diversifying assets to minimize market volatility. Our approach is holistic, considering the financial aspects of investing, but also the life goals and legacies our clients wish to create.

We’re here to help you build and protect your wealth and simplify the complexities of the financial world with confidence and clarity.

Our Team