Alcova reservoir; body of water surrounded by dry cliffs

Built Around You

Comprehensive Wealth Management

With more than 70 years of combined investment industry experience, MHM Wealth Management Group provides customized wealth management and investment planning services to high-net-worth individuals, families, and businesses. Taking a long-term investment approach, the team focuses on not allowing short-term volatility or trends to deter clients’ pursuit of their financial goals. Every member of the team has specific skills, experience, and perspectives. With their combined ideas and passion, they work together on behalf of each of their clients.

Congratulations to MHM Wealth Management Group!

Forbes’ Best-in-State Wealth Management Teams - 2026

Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

2026 Outlook: Rewiring Growth

We are very pleased to share our Outlook 2026: Rewiring Growth. This year’s outlook is framed by a big question investors are being forced to answer in real time: How quickly will artificial intelligence become a measurable driver of productivity gains and earnings growth? Our theme for 2026 – Rewiring Growth – captures the idea that the drivers of economic expansion are being reconfigured, not only by technology, but also by policy choices, financing conditions, and a shifting global backdrop.

Thank you for your interest! We hope you find our 2025 Outlook valuable.

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Stifel

By the Numbers

Put simply, Stifel is a growth 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.

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1890 The Year We Were Founded

and we're still going strong.

$500 Billion in Client Assets Under Management

Stifel is responsible for more than $500 Billion in client assets.

As of December 31, 2024.

$6.6 Billion in Trust Assets Under Advisement

Stifel Trust has $6.6 billion in trust assets under advisement.

As of December 31, 2024.

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