Business Details
17 Years
experience
Your Trusted Partner for Comprehensive Wealth Planning Solutions
Stoker Ostler is a client-centric wealth management firm dedicated to helping individuals, families, and businesses achieve their financial goals through personalized planning strategies. Founded on the principles of integrity and client-first service, we combine decades of industry experience with a fiduciary approach to asset management. Our team of seasoned professionals specializes in estate planning, tax optimization, retirement strategies, and business succession planning, ensuring clients receive tailored solutions that evolve with their changing needs.We prioritize transparency, utilizing an independent platform that allows unbiased advice without proprietary product constraints. With a focus on building multigenerational relationships, we aim to empower clients to secure their financial futures while maintaining confidence in their decision-making processes.
Services
Estate Planning
Tax Planning
Business Planning
Retirement Planning
Philanthropic Planning
Asset Allocation
Risk Analysis
Investment Management
Details
- Year established: 2009
Highlights and features
- We operate as fiduciaries with a client-first philosophy established since 2009
- Our team includes seasoned portfolio managers and certified financial planners
- We provide customized wealth strategies without proprietary product limitations
- We maintain an independent advisory platform with transparent fee-only structures
- We've built multigenerational client relationships through consistent, ethical service
Services
Estate Planning
Our estate planning specialists help protect and transition assets according to client wishes. We review existing documents, educate on tax implications, and implement strategies to maximize beneficiary inheritances. This service addresses both immediate needs and long-term legacy goals through customized legal and financial frameworks.
Tax Planning
We develop strategies to minimize tax liabilities while growing savings. Our advisors collaborate with external tax professionals to integrate planning into overall wealth management. Services include tax-deferred investment analysis and estate tax mitigation techniques tailored to individual financial situations.
Business Planning
This service focuses on business growth and transition planning. We help owners analyze succession options, evaluate transition impacts, and align business objectives with personal financial goals. Specialized strategies address leadership changes and ownership transfers while maintaining operational continuity.
Retirement Planning
Our retirement specialists create strategies for both pre-retirees and current retirees. Services include IRA optimization, income stream creation, and comprehensive assessments of retirement resources. We help clients navigate different phases from accumulation to distribution while managing tax implications and market risks.
Philanthropic Planning
This service structures charitable contributions for maximum impact. Advisors help clients establish giving strategies that align with personal values while optimizing tax benefits. We assist with creating lasting legacies through structured donations to preferred charitable organizations.
People
Phil Stoker
Founder
Co-founder with decades of experience in financial planning. Established Stoker Ostler's client-first philosophy. Previously worked at BMO Harris Bank. Focuses on long-term client relationships and ethical wealth management practices.
Creg Ostler
Founder
Co-founder who developed the firm's investment strategy. Former Harris/BMO financial planner. Emphasizes personalized service and independent advisory platforms. Instrumental in maintaining fiduciary standards since the firm's inception.
Michael Bolar
Chief Investment Officer
Senior portfolio manager with extensive investment expertise. Oversees asset allocation strategies. Provides leadership in portfolio management while maintaining client-focused investment approaches that align with individual risk profiles and financial goals.
Michelle Decker
Directing Manager
Senior portfolio manager with specialized knowledge in wealth management. Focuses on client relationship development. Contributes to strategic decision-making while maintaining hands-on involvement in portfolio management and client service delivery.
Michael Halls
Director
Senior portfolio manager with expertise in financial planning. Leads team initiatives in investment strategy development. Combines technical knowledge with client service orientation to deliver comprehensive wealth management solutions to high-net-worth clients.
Questions
What services does Stoker Ostler offer?
We provide estate planning, tax strategies, retirement solutions, business succession planning, and philanthropic advising tailored to individual client needs.
How does Stoker Ostler approach client relationships?
We prioritize client needs through personalized planning, maintaining fiduciary responsibility, and building multigenerational trust with transparent, objective advice.
Do you work with out-of-state clients?
Yes, we serve clients across the United States and internationally, adapting strategies to meet varying regulatory and financial environments.
How are investment decisions made?
Decisions are based on individual risk tolerance, financial goals, and time horizons using an independent platform with diverse investment options.
What makes Stoker Ostler different?
Our client-first philosophy, fee-only structure, and commitment to avoiding proprietary products create unbiased, tailored wealth management solutions.
How often are financial plans reviewed?
We conduct regular reviews and adapt strategies as life circumstances change, ensuring plans remain aligned with evolving client objectives.
