Articles

 

01-2014
Arizona Business (pg. 53)
Dollars and Sense

08-12-13
Phoenix Business Journal
On the Move: Robyn Gerke

08-12-13
Phoenix Business Journal
On the Move: Sean Lunny

July/August 2013
Scottsdale Business & Life
Emerging Leaders of the numbers by the numbers

 

 

Press Releases

 

12-11-08
What is the Value of a Financial Advising Firm?
The “do-it-yourself” method has become the new mantra for a multitude of tough tasks like home renovation, auto care, and landscaping. Yet when it comes to your finances, should you rely on your own knowledge, or seek the aid of a professional?

10-22-08
Stoker Ostler Wealth Advisors' Founding Partner Honored by Worth Magazine
Stoker Ostler Wealth Advisors is pleased to announce that founding partner, Phil Stoker, has been ranked among the Top 250 Wealth Advisors by Worth Magazine...

10-15-08
What School Doesn't Teach You About Your Financial Future
Graduating from college is one of the most important stepping stones in life. As you transition from struggling student to ambitious career person, you rely heavily on the things you learned, studied and tested. But, perhaps one lesson that you never learned in school is financial literacy...

10-08-08
Stoker Ostler Wealth Advisors Earns National Recognition Among Inc. 5000
Phil Stoker and Creg Ostler, managing partners of Stoker Ostler Wealth Advisors, announced today that the firm has, for the second year in a row, been nationally ranked by the prestigious Inc. magazine, as one of the Inc. 5000 - Fastest Growing Private Companies...

10-01-08
Is Your Money Safe?
With the recent upheaval in the financial markets, including the failure of IndyMac and other banks, more and more people are concerned about the safety of the money they have...

09-17-08
Women & Wealth: What Every Woman Should Know
What makes women different from men? The answer is – a lot. But perhaps the most significant difference is a woman’s financial situation throughout her lifetime...

09-15-08
Stoker Ostler Wealth Advisors Announces New Partner
Phil Stoker and Creg Ostler, managing partners of Stoker Ostler Wealth Advisors, are pleased to announce the election to partner of Michelle Decker...

07-01-08
Who Says Real Estate is a Bad Investment?
While the media is rife with stories of the real estate market downturn, there are some silver linings that could work in your favor...

06-23-08
Experts in Women's Financial Issues Joins Stoker Ostler Wealth Advisors
Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to welcome Kimberly Bridges as a senior financial planner...

04-08-08
Stoker Ostler Wealth Advisors Welcomes New Investment Assistant
Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to announce the addition of Whitney Johnson as an investment assistant...

02-28-08
Stoker Ostler Wealth Advisors Announces New Investment Assistant
Phil Stoker and Creg Ostler, co-managing partners of Stoker Ostler Wealth Advisors, are pleased to announce the addition of Ena Dashi as a new investment assistant...

02-19-08
Riding the Market Waves
Have you ever noticed that in advertisements, magazines, and on financial news shows there are always gurus who “know” how to beat the market? They show fantastic gains for a few years and they sound like they really know what is going to happen in the future. Then they quietly disappear from the news...

Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., a SEC registered investment adviser. BMO and BMO Financial Group are trade names used by Bank of Montreal.
Investments are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

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