Stiles Financial Services, Inc.

Stiles Financial Services, Inc. For more info, visit us at StilesFinancial.com. Successful financial planning does not belong in a “one-size-fits-all” package.

Our Personal Financial Planning and Portfolio Management Division focuses in developing long-term relationships with our clients. Every individual is unique, and financial plans and portfolios are equally unique. We start the journey by taking the time to listen and to understand each of our clients personally. Together, we carefully chart a course for financial success carefully considering and m

itigating risk. We believe in using prudent investment strategies and we are dedicated to helping our clients navigate through life’s changes both planned and unexpected. Our Retirement Plan Consulting Services help plan sponsors deliver the highest quality programs by providing services that can save time, reduce exposure to fiduciary liability, and promote an independent prudent process. We offer specialized consulting services including a vendor comparative search, plan design review, fee analysis and disclosure and investment policy integration. Our on-going services offer regular comprehensive plan reviews, investment advising services, plan design support, education, guidance and advice for plan participants and sponsors. Advisory Services offered through Stiles Financial Services, Inc, a Registered Investment Advisor.

Give that buddy you haven't seen in years a call and say, "Happy National Best Friends Day!!"
06/08/2026

Give that buddy you haven't seen in years a call and say, "Happy National Best Friends Day!!"

Next Gen - Trillion Dollar IPOs are here. How do our Portfolio Managers evaluate these buzz-worthy companies? Check it o...
06/05/2026

Next Gen - Trillion Dollar IPOs are here. How do our Portfolio Managers evaluate these buzz-worthy companies? Check it out.

A New Generation of IPOs are being tested. They raise more money ea...

This one is for the Men Only. Or if you just want to know the most common financial mistakes Men make, I guess it's for ...
05/29/2026

This one is for the Men Only. Or if you just want to know the most common financial mistakes Men make, I guess it's for you too. This is the shortened version, so if you want to see the whole video, there's a link on our website or at the end of this video. Have a great day and a better weekend.

This week, it's a "TWO-FER." Well, actually, it's an insight to the hard work Susan puts into her AskSusan financial advice column in City Lifestyle Magazine...

Financial Advisory Firms backed by Private Equity creates a potential conflict of interest. In this week's Financial Fla...
05/23/2026

Financial Advisory Firms backed by Private Equity creates a potential conflict of interest.

In this week's Financial Flash, Kristine walks through considerations to explore during your evaluation process.
Stiles Financial Services is a fiercely independent, fee-only registered investment advisor. We handle investment management and construct portfolios internally based on individual client circumstances.

Learn the questions to ask when choosing a financial advisor!Selec...

Please join us in wishing Janet Gardin a Ho-Ho-Happy Birthday in the only way that seems appropriate for our Xmas Carol-...
05/18/2026

Please join us in wishing Janet Gardin a Ho-Ho-Happy Birthday in the only way that seems appropriate for our Xmas Carol-Humming Office Administrator (her official title). Wish her well below as a gift to her.

05/18/2026

Who’s there at my window?

In this month's Women's Edition of City Lifestyle Magazine, Susan discusses the biggest financial mistakes Women make an...
05/15/2026

In this month's Women's Edition of City Lifestyle Magazine, Susan discusses the biggest financial mistakes Women make and how to fix them. For the full video visit our homepage and click the link. Have a great weekend.

Click the link to the full video about the Biggest Mistakes Women Make and How to Fix Them - based on Susan's AskSusan Financial Advice Column each month. An...

DO YOU OWE TAXES WHEN YOUR INVESTMENTS GO UP?This week’s Financial Flash explains the difference between unrealized and ...
05/15/2026

DO YOU OWE TAXES WHEN YOUR INVESTMENTS GO UP?
This week’s Financial Flash explains the difference between unrealized and realized gains, how taxable brokerage accounts work, and why understanding the timing of taxes can help you make smarter planning decisions.

When investments rise in value, many people wonder if that means they owe taxes right away. In this week’s Financial Flash, Bradford Aylin, Private Wealth Ma...

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7505 Metro Boulevard, Suite 510
Edina, MN
55439

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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