1890 The Year We Were Founded
and we're still going strong.
Helping you pursue your personal financial goals is our goal.
“Safeguarding the money of others as if it were your own.”
– Herman Stifel
About Us
At The Shevlin Group, we understand that each client is unique with their own set of financial goals. That’s why we take a holistic, client-first approach to wealth management. We get to know our clients on a personal level, learning about your interests, goals, and overall comfort with risk. We leverage our 50 years of combined experience to help you navigate the markets and provide guidance that is tailored to your circumstances and priorities.
Meet the Team
Our Philosophy
We strive to forge lifelong relationships based on a foundation of trust and transparency. We are dedicated to creating value through a deep commitment to service and a consultative process with your goals at the center. We work closely with you to formulate a comprehensive wealth management plan and provide personalized guidance and direction. Our focus is on you and what you deem important.
Our Client Meetings
We encourage our clients to meet with us at least one time per year. During our meetings, which can be in person, over the phone, or via video chat, we will go over investment performance, what assets you own, why you own them, and our outlook on the markets going forward. We will also discuss any changes to your lifestyle or goals that may have occurred since the last meeting. It may take multiple meetings with new clients to make sure we understand their financial goals.
Stifel
By the Numbers
Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300+ Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2023
Keeping You Informed
Stifel Insights
Dive into our latest articles, videos, podcasts, and more!
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
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