Broker Check
Our History

Our History

Staub Financial was founded in 1990 with a core focus on comprehensive financial planning.  Since our early roots, we have been helping successful individuals define their financial purpose through thoughtful and holistic planning, backed by a value-oriented investment discipline.  Whether it is planning for retirement income or analyzing the complexity of stock options, our firm works with a team of experienced professionals to help navigate your unique financial challenges.  


Purpose

Purpose

Before diving into the numbers, we help you reflect on the why behind your financial plan and establish your financial purpose.

Learn more
Value-Driven

Value-Driven

Our value-driven investment philosophy seeks to protect clients and ensure long-term investment success over multiple investment cycles. Indexing and diversifying simply aren’t enough.

Learn more
Holistic

Holistic

While investment strategies are important, you must go much deeper than just the investments. Without incorporating tax, insurance and estate planning strategies – a mere portfolio serves no true purpose.

Learn more

Tell Us How We Can Help You Today

Thank you!
Oops!