Stiles Financial Services, Inc.

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.

08/15/2026

Part 2 in the Series: Wealth Planning is more than entering numbers into software and printing a projection. In this week’s Financial Flash, we explain how thoughtful planning helps turn understanding into strategy, compare different paths, and keep financial decisions aligned with what matters most.

Last week, we introduced the idea that our work begins with underst...

08/05/2026

Like most 26 yr olds, we figured it out, well, 26 years ago.
When Susan founded Stiles Financial Services, she got it right: put clients first, and everything else follows. Twenty-six years later, that's still our guiding principle. Happy Birthday to us - we couldn't be happier for you.

07/29/2026

The Fed’s post-decision press conference is about to begin.

What could the rate decision mean for markets and your portfolio? Mark will break it down in our next Financial Flash. Stay tuned.

07/17/2026

Got a financial term you'd like clarification on? Leave it in the comments below!
The best investors don't just understand the markets—they understand the language of investing. Before you can make informed investment decisions, you need to know what common terms really mean. Watch our short video to learn five concepts every astute investor should know.

07/16/2026

This week, Mark breaks down some of the financial terms that everyone should know and understand. Video releases tomorrow. But if you have any financial terms you'd like clarified, drop them in the comments below and make sure to follow us here and on our YouTube channel.
Be careful outside with this air quality and watch for our video.

07/11/2026

This week, Bradford provides insight to the cooling jobs numbers and how they relate to the economy. He also gets some input from the Head of Operations at Latitude Marketing discussing what they look for in their summer internship hires. Check it out.

07/04/2026

Fun seeing so many Edina Residents and friends at the Edina Parade this morning. Have a great day, Everyone!
Rotary Club of Edina Brandon Vitale Edina Chamber of Commerce