Do you spend on what matters most?

Recipes for SuccessAre you clear on your values and priorities? Sign up to take our
Money Values Survey!

Recipes for SuccessAre you clear on your values and priorities? Sign up to take our
Money Values Survey!

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They're still my spring chickensDo 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.

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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 22 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 financial success is based on making conscious choices with money, being clear on our values and making sure our money goes toward what matters most. Financial planning is a process to help you do just that. It eliminates vague thinking and helps you focus on values and priorities. Having a plan for retirement is key. Then build an investment plan that supports your need for growth while avoiding unnecessary risks. Spending your money on what matters most is the closest you get to money buying happiness! Learn more.