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"As a local financial advisor, I have a true understanding of business owners in the area, and how to help them pursue their business and personal goals."

— Bill Stanage

Your Team

Billy P. Stanage Jr., AIF®, CPFA

Bill Stewart, AIF®

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. 

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

​Meet the Team​

AIF Designation