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