STM Asset Management

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STM Asset Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from STM Asset Management, Financial service, 823 Summer Lake Street, Fairhope, AL.

STM Management is a registered investment adviser that specializes in active money management with the core focus of helping individuals reach retirement and those in retirement.

Long-Term Care Planning Month is a timely reminder that retirement planning is about more than investing—it is also abou...
10/14/2026

Long-Term Care Planning Month is a timely reminder that retirement planning is about more than investing—it is also about preparing for the care you may need later in life.

At STM Asset Management, we help clients in Fairhope and beyond consider how long-term care costs may affect retirement income, assets, and long-term financial security. A thoughtful plan can help you understand your options and make decisions that align with your goals.

Our team is sharing answers to common long-term care planning questions throughout the month. If you would like to discuss how long-term care planning may fit into your financial plan, contact us at (251) 259-5477.

Choosing the right employer-sponsored retirement plan can make a meaningful difference for your organization and your em...
10/09/2026

Choosing the right employer-sponsored retirement plan can make a meaningful difference for your organization and your employees’ long-term financial goals.

While 401(k) and 403(b) plans share important similarities, eligibility, employer types, and plan features can differ. Understanding those details can help you build a retirement offering that supports your team and aligns with your organization’s needs.

At STM Asset Management LLC, we help clients in Fairhope and beyond navigate retirement planning decisions with thoughtful, tailored guidance. Contact us at (251) 259-5477 to discuss the options available to your organization.

October is National Financial Planning Month—a great time to revisit the basics of your financial plan, especially when ...
10/07/2026

October is National Financial Planning Month—a great time to revisit the basics of your financial plan, especially when market volatility is on many investors’ minds.

At Stm Asset Management LLC, we believe thoughtful planning starts with understanding your risk tolerance, long-term goals, and the strategy designed to support them. A well-built plan can help keep short-term market changes in perspective.

Take a few moments this month to review your goals, investments, and any life changes that may affect your strategy. If you have questions about your current plan or would like to talk through your financial goals, our team in Fairhope is here to help.

Feel free to share these planning reminders with someone who may find them useful.

October is National Estate Planning Awareness Month—a timely reminder that estate planning is not only for the wealthy o...
10/01/2026

October is National Estate Planning Awareness Month—a timely reminder that estate planning is not only for the wealthy or those later in life. It is an important part of a thoughtful financial plan at every stage.

At STM Asset Management LLC, we help clients in Fairhope and beyond consider how their investments, long-term goals, and estate planning priorities can work together.

Swipe through this month’s quiz to test your estate planning knowledge and learn a few important facts along the way.

If you have questions about estate planning or would like to discuss your financial planning options, contact our team at (251) 259-5477. We are here to help you plan with confidence.

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your fin...
09/24/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

Questions around cost, administration, and company size continue to influence how some small businesses approach retirem...
09/24/2026

Questions around cost, administration, and company size continue to influence how some small businesses approach retirement plan offerings. At the same time, industry trends suggest that plan accessibility and flexibility have expanded in recent years. Swipe to learn more.

If you would like to discuss your current 401(k) offering, Safe Harbor plan options, or employee participation strategies, contact us. We are here to help.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/23/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

Employee benefits have become a major factor in attracting and retaining talent, yet many outdated assumptions continue ...
09/23/2026

Employee benefits have become a major factor in attracting and retaining talent, yet many outdated assumptions continue to influence how benefits programs are designed. Swipe through for two common myths employers should reconsider and the truth behind them.

If you have questions about building an employee benefits strategy that supports your workforce and your business goals, contact us today. We are here to help.

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as imp...
09/22/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

To all observing Yom Kippur this weekend, we're sending our sincerest wishes for a meaningful and hopeful Day of Atoneme...
09/20/2026

To all observing Yom Kippur this weekend, we're sending our sincerest wishes for a meaningful and hopeful Day of Atonement.

May this sacred time of reflection, repentance, and communal connection bring you clarity and renewal. And to those fasting, we wish you an easy fast filled with hope and renewal. G'mar Chatima Tova.

Address

823 Summer Lake Street
Fairhope, AL
36532

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+12512595477

Website

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