Values Based Planning, the Recipe for Success™
Sign up to receive our special three part video series “Financial Lessons from the Kitchen”
Sign up to receive our special three part video series “Financial Lessons from the Kitchen”
Do you feel you’re not where you “should be” in preparing for retirement?
Is fear or anxiety keeping you from taking charge of your financial life?
Are you recently widowed or divorced and facing a future you never envisioned?
With a career, family obligations and, hopefully, a personal life you have many demands on your time. Planning for your own financial security may end up on the back burner. Stoffer Wealth Advisors can help you create a delicious recipe for the future. Learn more.
Request a Meeting
Attend an Event »
Meet Jeff
Jeff Stoffer CFA, CFP®, founded Stoffer Wealth Advisors on the idea that anyone can secure their financial future, regardless of their situation; all they need is the right plan. After 21 years of experience spanning investment research, portfolio management, and individual advising — as well as time spent as chef at one of the world’s best-known restaurants — Jeff launched Stoffer Wealth Advisors in 2008. Since then, he has helped people in a wide range of situations make more conscious choices with their money and to invest wisely for the future. Learn more.
Recipes for Success
My Recipe for Success focuses on making conscious choices with money, being clear on our values and making sure our money goes toward what matters most. It helps to understand our relationship to money and to learn how emotions influence our decisions. Education and action are main ingredients as they build confidence in the future. Our planning process looks at goals, values, possibilities and roadblocks, all to create a recipe for the true icing on the cake: financial peace of mind. Learn more.
