Stiles Financial Services, Inc.

10/12/2026

As Minnesotans, we respect our history and all the people and cultures that were here from the beginning. Happy Indigenous People's Day.

10/09/2026

Bradford Aylin, Private Wealth Manager at Stiles Financial, is walking through five ways to polish your wealth plan in this week’s Financial Flash.

Financial plans shouldn’t be set and forgotten. Goals change, families change, and so do the accounts and documents behind them. Bradford’s five areas worth a regular look:

Know your goals.
Understand your risk.
Keep estate documents and beneficiary designations current.
Know where your assets are.
Work with a fiduciary advisor and a team you trust.

Sometimes polishing is less about big changes and more about keeping what you have current and aligned with what matters most to you.

https://youtu.be/y4jfhPA0n8U

A strong wealth plan is not something you set once and forget. It s...

10/03/2026

Heading to the Concours d’Elegance this Sunday? Stop by our table to say hello—and pick up a complimentary polishing cloth and chocolate truffle while you’re there.

It should be a beautiful fall day for admiring some truly remarkable works of automotive art. These are the days we Minnesotans wait all year for!

We’ll see you at the Concours!

10/02/2026

What does truly independent retirement plan consulting actually look like?

In the final episode of our Retirement Plan Consulting series, Susan breaks down the philosophy that drives our approach: independence, customization, and high-touch service.

Every plan is different. Every organization has unique goals, challenges, and needs. So why would we apply a standardized, cookie-cutter solution?

Our job is to understand what you're trying to accomplish—then focus our resources where they'll have the greatest impact. Investments. Fees. Plan design. Participant education. Provider relationships.

That independence matters. We're not tied to a particular recordkeeper or investment company. Our responsibility is to you and your participants.

But here's what it really comes down to: the deliverable should follow the need, not the other way around.

Watch the final episode to see what this means in practice.

What makes independent retirement plan consulting different? In thi...

09/26/2026

In this third installment of our series on 401(k) Corporate Plan Consulting, Specialist, Kristine Meyer takes a deep look at Retirement Plans. What goes into them? What decisions need to be made? How to implement and communicate to employees? And so, so much more. If you're an HR Directory, check it out. If you're a Business Owner, check it out. If you contribute to a 401(k) and want a greater understanding, check it out.
And if you have questions, please feel free to reach out.

A retirement plan is more than a savings benefit—it’s a balance of ...

09/18/2026

One size fits all? Not with retirement plans.

Every organization has a different employee population, different goals, and different priorities for their retirement benefit. Yet many plan reviews treat every committee the same—same agenda, same recommendations, same approach.

That's not prudent oversight.

At Stiles Financial, we bring a consistent fiduciary framework to every plan we review—but the emphasis within that framework is customized to your plan. We spend time understanding what actually matters to your organization, then focus our expertise where it makes the most meaningful difference.

Maybe it's investment performance and fees. Maybe it's participant behavior and education. Maybe it's plan design or compliance. The point is: your plan gets the oversight it actually needs—not the oversight we'd apply to everyone else.

In this week's Financial Flash, Kristine Meyer and Paul Tichy walk through what customized plan oversight really looks like.

https://youtu.be/cmf5j34u9s0

No two retirement plans—or employee populations—are exactly alike, ...

09/11/2026

How to Evaluate Your 401(k) Plan With Greater Clarity
Your retirement plan deserves thoughtful evaluation, not autopilot decisions.

A 401(k) isn't just an investment menu—it's a benefit program, a fiduciary responsibility, and often the most important financial tool your employees use. That's why plan sponsors need a structured consulting approach.

We start by understanding your organization, your workforce, and your goals. Then we help you think through structure, service providers, costs, and participant engagement.

In this week's Financial Flash, see our four-stage consulting process and why ongoing evaluation matters.

Watch the full video. 🎬

Your 401(k) plan is more than just an investment menu. It's a benef...

09/04/2026

We're wrapping up our five-part series on how we work at Stiles.

We've explored Understanding Before Advising, Wealth Planning, Portfolio Management, and Client Service & Operations.

Today: The glue that holds it all together—Collaboration.

Here's the thing: great financial decisions rarely come from one person working alone. They come from different expertise, different perspectives, and different experience all working toward the same objective.

In this week's Financial Flash, founder Susan Stiles explains why bringing investment managers, planners, operations experts, and tax specialists to the same table actually strengthens the decisions we make. And how discipline in ex*****on turns strategy into results.

Because confidence and peace of mind aren't built through planning alone—they're built through coordinated expertise and reliable follow-through.

Watch Part 5 of our Understanding Before Advising series. 🎬

What makes better financial decisions? Collaboration. In this week'...

08/28/2026

Great financial service looks seamless.
What you don't see: the disciplined operations behind it. The systems that keep things accurate and secure. The team coordination that anticipates your needs instead of just reacting to them. The deep understanding of your situation that turns tasks into strategy.
Click to watch Part 4: Client Services & Operations, and then head on over to see the other 3 parts for a in-depth understanding of what it takes to deliver top-rate financial services for our clients.

If you think wealth management is just about picking investments. T...

08/18/2026

Connections and really, truly getting to know our clients is at the cornerstone of what we do. Nowadays, it's never been so important, because connections are are dissolving before our eyes. Get out. Get to know each other. Meet someone new.

The old idea of “the village” is fading fast—and one sign of it is how rarely Americans even talk to their neighbors anymore. Rebuilding it could start with something surprisingly simple like walking the dog or taking a hike.