Executive Wealth Consulting Group - Stifel

Executive Wealth Consulting Group - Stifel Leigh Gage, CFP®, Senior Vice President/Investments

After hours by appointment only.
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Stifel Financial Corp. Stifel Financial Corp.

and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my

own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

06/21/2026
I am honored to have been named to AdvisorHub's 2026 Advisors to Watch. Congratulations to all of the other nominees!Adv...
06/18/2026

I am honored to have been named to AdvisorHub's 2026 Advisors to Watch. Congratulations to all of the other nominees!

AdvisorHub's Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication and selected 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

To further our commitment to providing personalized service, the Executive Wealth Consulting Group is pleased to announc...
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.

We are honored to have each been named to Forbes' 2026 Best-in-State Wealth Advisors list. Congratulations to all of ou...
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

Address

221 East Fourth Street, Suite 2800
Cincinnati, OH
45202

Telephone

+15139046500

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