The Stott/Stone/Midkiff Group

With more than 100 years of investment industry experience, we provide value to our client relationships through in-depth knowledge, cutting-edge investment planning techniques, and our client-focused service model. As a team, we focus on investment planning, retirement planning strategies, and wealth management for individuals, families, retirement plans, foundations, endowments, and trusts.

Planning Your Financial Future

Starts Today.

We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.

Let's Start Planning

Keeping You Informed

Stifel Insights

Dive into our latest articles, videos, podcasts, and more!

Sight|Lines
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.

Podcast
Market Pulse
Market Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.

Whitepaper
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Video
Market Volatility
Investing for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.

Article
Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.

Podcast
Conversations with Michael O'Keeffe
Stifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.

Podcast
Retirement Plans Quarterly
The Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.

Newsletter
Wealth Planning Newsletter
The Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.

Newsletter
Stifel Wealth Strategist Report® Checklist
We recommend that you assemble all of your financial information before you begin to complete the Wealth Planning Questionnaire. This checklist is a list of documents that may be necessary based upon which analyses you request.

Worksheet