Stolz & Associates

At Stolz & Associates, we understand that every individual is unique, with their own set of financial goals and aspirations. That's why we offer a wide range of services tailored to meet your specific needs. From wealth management to retirement planning, post-divorce planning, and more, we're committed to helping you achieve financial clarity and security.

Our Services

We provide a variety of services designed to help you make the most of your financial situation. Our expertise includes wealth management, where we utilize a low-cost, tax-efficient investment strategy. We also specialize in retirement planning, ensuring you're on track to live the retirement you've always dreamed of. Additionally, we offer post-divorce planning to help navigate the complexities of divorce and its financial implications. Our services are built on a foundation of integrity, trust, and a deep understanding of the financial needs of high-net-worth families.

Meet Our Team

Our team is comprised of experienced professionals dedicated to your financial well-being. David A. Stolz, CPA/PFS, CFP, Michelle T. Robinson, CFP, and Andy Stolz, MSF, bring a wealth of knowledge and expertise to every client interaction. With their guidance, you can be confident that your financial future is in good hands.

Recent Blog Posts

We regularly publish informative articles and videos on various financial topics, from the "magic" retirement number to tips for navigating the stock market rollercoaster. Our blog is designed to educate and empower you with the knowledge you need to make informed financial decisions.