In the heart of Edina, Stiles Financial Services stands out as a beacon of personalized financial advice. Founded in 2000 by Susan Stiles, this independent consulting firm has firmly established itself as a leader in private wealth management, 401(k) consulting, and portfolio management. What sets Stiles apart in a crowded field is its unwavering commitment to a client-first approach, ensuring that every client feels valued and understood while receiving the highest level of financial expertise.
At the core of Stiles is a dynamic team of 11 seasoned professionals, each bringing unique areas of expertise to the table. Unlike traditional firms that often outsource portfolio management, Stiles prides itself on in-house operations, with the entire team working collaboratively to serve clients. This holistic approach means that whether it’s a seasoned investor or someone just starting to think about their financial future, a client can rest assured that they will receive consistent, personalized attention. As Susan emphasizes, “The clients here are the clients of the whole firm, not just a single team member. Everyone knows who they are, and we’re committed to mutual success.”
Every portfolio managed by Stiles is custom-built to reflect the specific goals and risk profiles of individual clients. This level of personalization is reassuring in an industry often characterized by one-size-fits-all solutions. By employing a discretionary management model, the firm not only acts on behalf of its clients but does so with the keen insights and adjustments necessary to adapt to changing market conditions. This approach combines a dedication to rigorous portfolio management with the nuanced understanding of each client’s unique financial landscape.
Stiles Financial Services excels in 401(k) consulting and advisory services to retirement and pension plans. The firm’s dedication to fiduciary oversight, investment monitoring, and providing participant financial education is not just about documenting a fiduciary oversight process; it’s about enhancing the financial health of the communities and businesses they serve. Susan and her team’s extensive involvement with industry organizations—such as the Rotary International, Women in Pensions, Financial Planning Association of MN, National Association of Plan Advisors and Edina Chamber of Commerce—demonstrates her commitment to elevating industry standards and advocating for financial literacy.
The firm’s emphasis on education extends beyond the professional realm. Susan recognizes the importance of financial literacy as a means to empower individuals to improve their lives. This dedication is exemplified by the creation of the Stiles Financial Community Service Fund, which aims to narrow the achievement gap for underserved populations. Her belief that a robust financial education can change lives is a driving force behind her and her team’s efforts in the community.
The office environment at Stiles defies the stereotype of a traditional financial firm. With vibrant artwork lining the walls and a spacious kitchen that serves as a hub for collaboration, the atmosphere encourages creativity and teamwork. Meetings are often accompanied by home-cooked meals, an effort Susan champions to foster a nurturing workplace culture. Her hospitality also extends beyond the team; clients are welcomed not just as customers, but as part of the Stiles family. From personalized birthday cards to gifts from Susan’s cherished wine collection, every gesture is calculated to build lasting relationships.
Moreover, Stiles champions a strategic collaboration model, meaning that advisors frequently include portfolio managers in client meetings. This ensures that clients receive comprehensive insights that combine wealth management strategies with the latest market insights. The result is a more informed decision-making process and a stronger, more resilient investment strategy.
Ultimately, Susan Stiles’s vision has cultivated a firm that redefines wealth management in the 21st century. Her journey—from a single mother who pursued higher education to an influential financial advisor—fuels her passion for empowering clients and communities alike. Susan and her team are excited to celebrate the firm’s 25th anniversary this year and are honored to have been recognized by Newsweek as a top advisory firm in the country.
7505 Metro Blvd. | 952-988-0452 | stilesfinancial.com