Our Culture

We exist to serve our clients, our employees, and our community.

Our business is wealth planning. But it’s how we do it that makes the difference. We get to know our clients on a personal level because we understand that every family’s wealth management strategy is unique. Our boutique investment services are fully customizable to your goals. And as life shifts, our clients can trust that we are able to shift along with them.

We Build Trust

Personal finance should be just that: personal. Together, we’ll work to build a foundation of trust and take the time to get to know each other.

We Are a Team

As an employee-owned business, we’re a true partnership. We created the opportunity for employees to own the company and build a unique culture.

We Do What's Right

Our advice is given with your best interest in mind—every time. Our biggest incentive behind our approach to wealth planning is your success. We’ll only recommend strategies that we truly feel will move you closer to your goals, and our compensation structure is completely aligned with this objective.

We Look to the Future

Because we’re an independent practice, we have the freedom to research, evaluate, and choose the technology we use. Not only are we able to utilize some of the best resources for us and our clients, but we can also keep up with the rapidly changing environment as needed. We’re also mindfully building our company to service future generations, so our clients’ future legacies are protected.
The Stoever & Palmore Investment Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MI, MO, MS, MT, NC, OH, PA, SC, SD, TN, TX, UT, VA, VT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX