Executive Wealth Consulting Group - Stifel

05/05/2026

To further our commitment to providing personalized service, the Executive Wealth Consulting Group is pleased to announce that Jared Gorman, CFP®, Registered Client Service Associate, has attained the CERTIFIED FINANCIAL PLANNER® certification!

The CERTIFIED FINANCIAL PLANNER® certification identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements.

04/07/2026

We are honored to have each been named to Forbes' 2026 Best-in-State Wealth Advisors list. Congratulations to all of our colleagues who were also recognized!

Forbes' Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, see stifel.com/newsletters/adgraphics/disclosures/awards-disclosures.pdf

03/19/2026

Angie Keeley brought her energy from the Zumba studio to the community this month, assisting with a Zumbathon fundraiser that collected much needed supplies for a local high school's food pantry.

02/04/2026

I am honored to have been named to the Forbes America's Top Women Wealth Advisors
Best-in-State list for 2026. Congratulations to all of the other nominees!

Forbes' America's Top Women Wealth Advisors Best-in-State rankings are based on the 12-month period ending September 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, seehttp://www.stifel.com/Newsletters/AdGraphics/Disclosures/Awards-Disclosures.pdf

01/07/2026

We are truly honored to have been named one of Forbes' 2026 Best-in-State Wealth Management Teams, among so many impressive colleagues!

Forbes' Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, see www.stifel.com/Newsletters/AdGraphics/Disclosures/Awards-Disclosures.pdf

12/31/2025

12/18/2025

Cheers to the season! Our team enjoyed a festive lunch together downtown to celebrate. Wishing you all a joyful holiday!

12/04/2025

Cincinnati is sparkling in snow, and we're soaking up every moment! Family fun, furry friends, and a beautiful view from our office remind us what makes this time of year so special. Stay warm and enjoy the season ahead!

11/07/2025

The Incredibles, a caterpillar, and a whole cast of characters—our EWC kids went all out this Halloween!