Stifel | The Maxim Group

At The Maxim Group, we take pride in serving our clients across the Greater St. Louis Area with exceptional financial guidance and planning. Our team of experienced professionals is dedicated to providing highly personalized service, tailoring our expertise to meet the unique needs of each client. We believe that a well-developed, yet flexible financial plan is essential to achieving financial success, and we operate under the philosophy that planning is the most critical element to pursuing this goal.

Our Mission

Our mission is to provide our clients with top-tier service, empowering them to make informed financial decisions that align with their goals and values. We strive to maintain a high level of contact with our clients through periodic phone calls and meetings, ensuring that they are always informed and up-to-date on their financial situation. We are committed to being knowledgeable about the markets and to clearly explaining various investment opportunities, ever-changing market conditions, and portfolio returns to our clients.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial objectives. From investment management and financial planning to retirement planning and wealth management, we have the expertise and resources to help our clients succeed. Our services include:

• Investment Management: We help our clients create and manage investment portfolios tailored to their individual needs and goals.
• Financial Planning: We work with our clients to develop comprehensive financial plans that address their unique financial situations and objectives.
• Retirement Planning: We help our clients plan for a secure and comfortable retirement, taking into account their income needs, expenses, and goals.
• Wealth Management: We provide our clients with a holistic approach to wealth management, incorporating investment management, financial planning, and retirement planning to help them achieve their financial goals.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service to our clients. We have a deep understanding of the markets and the financial industry, and we are committed to staying up-to-date on the latest trends and developments. Our team includes experienced financial advisors, investment managers, and support staff, all working together to provide our clients with the highest level of service.

Why Choose Us

At The Maxim Group, we are dedicated to being a trusted partner to our clients, providing them with the guidance and expertise they need to achieve their financial goals. We believe that our commitment to personalized service, our expertise in the financial industry, and our focus on planning set us apart from other financial services firms. We invite you to learn more about our services and how we can help you achieve financial success.