Stacey Braun Associates

Stacey Braun Associates, Inc. has been a trusted name in financial services since its founding in 1977. Originally established to provide asset management services to a variety of clients, including labor-management pension funds, union and corporate organizations, and individuals, the firm has grown considerably, now managing over $4.5 billion in assets. This remarkable growth is a testament to Stacey Braun's unwavering commitment to excellence and its client-centric approach, driven primarily by word-of-mouth referrals and recommendations from satisfied clients.

Unlike many firms, Stacey Braun remains an independent, 100% employee-owned entity. This structure allows us to operate with a distinct level of autonomy and transparency, prioritizing the best interests of our clients above all else. We believe that this ownership model fosters a highly motivated and dedicated team, all working together to deliver exceptional results.

Tailored Financial Solutions

Stacey Braun's dedication to client satisfaction is reflected in the comprehensive range of financial services we offer. Our team of seasoned professionals, including Registered Investment Advisors (RIAs), Certified Financial Planners (CFPs), and Enrolled Agents (EAs), provides bespoke financial planning and investment strategies tailored to meet the unique needs of each client.

We understand that our clients' financial goals and situations are as diverse as they are. Whether you are a large institutional investor seeking secure long-term growth, a union striving to provide its members with comprehensive retirement benefits, or an individual navigating the complexities of investment planning and estate management, our team has the expertise and experience to guide you every step of the way.

Institutional Expertise

Stacey Braun has a long and distinguished history of serving institutional clients, including Taft-Hartley funds, corporate retirement plans, and various state and local government employee benefit funds. We leverage our years of experience and deep understanding of the institutional landscape to develop and implement investment strategies that maximize returns while mitigating risk.

Our team works closely with our institutional clients to understand their specific needs, investment objectives, and fiduciary responsibilities. We believe in open communication and transparency, providing our clients with regular updates and detailed performance reports to ensure they remain fully informed and confident in their investments.

Committed to Client Success

At Stacey Braun Associates, our mission is to empower our clients to achieve their financial goals. We are committed to providing exceptional service, unwavering integrity, and sound, time-tested investment strategies. We believe in building long-lasting relationships with our clients based on trust and mutual respect.

Our dedication to your success is reflected in every facet of our operations, from our rigorous due diligence processes to our personalized client service. We strive to make the complexities of finance accessible and understandable, empowering you to make informed decisions about your financial future.