Stiles Financial Services provides personalized services.

When Susan Stiles founded Stiles Financial Services more than two decades ago, she wanted to provide a different kind of experience for clients that was not dependent on selling product, but based on a foundation of fiduciary fee-based advisory services. Today, the boutique firm provides financial planning, portfolio customization and management, fiduciary consulting services and support all under one roof.

“That’s what sets us apart,” says Stiles, CEO and founder. “We invest the time to listen and really get to know our clients to create a personalized experience and customized deliverables.”

“We don’t outsource our services. We manage portfolios in-house and to the specifications of our clients, in conjunction with their goals,” says private wealth manager Brent Atherton, who recently joined the firm.

As fiduciary retirement plan consultants, the goal is not about volume measured by how many plans they consult, but by aligning with plan sponsors and companies that embrace the importance of working with a strategic partner, who is committed to the success of the plan for the benefit of the employees. “Many retirement plan consultants focus on volume, and the result with volume is conveyer-belt deliverables; it’s all cookie cutter. No one thinks anymore; they just regurgitate. We have a strong proactive, service-forward approach,” Stiles says. “We are expert fiduciary consultants, functioning autonomously from vendors, which eliminates any potential conflict of interest. We sit on the same bench as our corporate plan sponsor clients and are thoughtful and strategic partners to them.”

In addition to the advisory services and engaging with clients, the team at Stiles Financial Services values community service. A few years ago, the Stiles Financial Community Service Fund was started to help local organizations focused on youth.

“I’ve worked really, really hard to build the firm to where it is today,” says Stiles, a longtime Rotarian. “I’ve always believed in giving back and helping others succeed every way that I can.”

Stiles Financial Services is a Registered Investment Advisor.