Why Stoker Ostler
Putting the needs of you and your family first, we offer objective guidance and proactive wealth planning strategies, helping you feel confident that your future is secure and your goals are within reach.
Here’s how we help you get the most from your wealth:
- Identify and prioritize. Our robust discovery process helps us learn more about your values, family dynamics, goals, philanthropic interests, concerns and more.
- Broad expertise. With our experience and insight, our team of professionals can help you navigate the complexities of your situation.
- Execution. We develop a customized, dynamic wealth plan and continually reassess and adapt as your life changes.
Our wealth management strategy involves putting our clients first. We approach the management of your wealth proactively so you can feel confident you’ve taken steps to secure your financial future.
We operate from an independent platform that allows our advisors to provide objective, unbiased advice on a fee-only basis, never locking you into proprietary products or services.
We care about our clients and we take seriously our fiduciary responsibility for managing their assets. Over the years we have built many close relationships of trust with our clients, often spanning multiple generations.
Phil Stoker and Creg Ostler met shortly after they graduated college. While working together as financial planners for Harris in Chicago (now BMO Harris Bank), they came to realize they shared similar ideas about how to better serve clients.
“I found that the values I shared with BMO Harris, and that we later brought into our new firm, all revolved around serving the client’s needs first. Those years were transformative for us both.” – Creg Ostler
Following Stoker’s transfer to Arizona, the two stayed in touch. Determining they wanted to work together and create an independent wealth advisory firm, they were committed to setting high standards, focusing on a personalized approach, and cultivating a culture of excellence and ethical service from the start. Stoker and Ostler devised an investment strategy that still guides the firm today.
By 2009, Stoker Ostler had become one of Arizona’s respected wealth management firms and one of the fastest-growing private companies. BMO Harris took notice, believing that a partnership with like-minded Stoker Ostler would significantly expand its operations in the state.
For Stoker Ostler’s team, it was appealing to be associated with a large, well-regarded financial institution, and yet be able to deliver the same customized services.
“With the same open architecture system, we knew BMO Harris would understand our commitment to putting the needs of the client first. We also knew that it was an advantage to our clients because of our access to the extensive resources of BMO Harris.” – Phil Stoker
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4900 North Scottsdale Road, Suite 2600
Scottsdale, AZ 85251-7658
Salt Lake City Office
170 South Main Street, #825
Salt Lake City, UT 84101-1647