The Values and Philosophies that Define Staub Financial
Clients Come First
We listen to the needs of our clients and heed the guidance of our advisory board.
Long-Term Investing
We remain focused on the long-term.
Giving Back
We continue to give back to the community that has given so much to us.
Educate and Empower
We educate clients to help define their financial purpose and empower decision making.
Golden Rules
We remember that Financial Planning and Investing can be overwhelming for individuals. We act with Integrity, Honesty, Compassion and Transparency.
Trust
The foundation of client relationships that can only be earned over time.
Our Partners
We partner with investment companies that have the same core investment beliefs, but also give back to the community, a long-term track record, experienced management, and invest the majority of their personal assets in their own funds.