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Stiles Financial

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area St. Louis
CRD Number
Website stilesfin.com
Client types

Overview

Stiles Financial & Partners is a Missouri-based wealth management practice dedicated to serving the hardworking families and professionals of New Haven and surrounding communities. Founded by Jim Stiles, the firm provides comprehensive financial advice that integrates investment management, tax-efficient strategies, retirement planning, and insurance solutions. With deep community roots, Stiles Financial emphasizes trust, family values, and long-term relationships. Their mission is to empower clients—farmers, tradespeople, first responders, and small business owners—to achieve financial confidence and independence through personalized strategies, transparent communication, and a partnership-oriented approach under the &Partners advisory platform.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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