Stolz-Smith Financial Consulting Group - Stifel

Stolz-Smith Financial Consulting Group - Stifel Doak R. Stolz, Managing Director/Investments, Branch Manager
Scott A. Smith, Managing Director/Investments

Connections are the ties that bind.

Each fact, aspiration, and objective becomes a connection, helping to create a relationship between us in defining, shaping, and directing your plan toward a stable financial future. The Stolz-Smith Financial Consulting Group is a referral-based practice that seeks to be a family's sole financial advisor. The better we get to know you, not just your portfolio, the more value we can add. We want to

know about your family, your occupation, and your interests, because the more we know, the more effectively we can plan and act on your behalf. Helping you pursue your financial goals is a shared responsibility, and we believe working together is the best possible plan for mutual success. Words and actions to back them up: Either without the other is a job half done. Together, they are the Stolz-Smith Financial Consulting Group.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. 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.

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/29/2026

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans offer flexibility and long-term value potential. Use 529 Day to review your plan or start planning on how to fund your child's education.

Read more:https://www.stifel.com/newsletters/adgraphics/pdf/wp/A-Parents-Guide-To-529-Plans.pdf and contact me to discuss your options.

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets w...
05/25/2026

On this Memorial Day, we honor those who made the ultimate sacrifice in service to our country. Stifel and the markets will be closed today in remembrance.

05/18/2026

Stolz-Smith Financial Consulting Group congratulates the Central Michigan University Class of 2026! Your commitment led you to this milestone. Wishing you success in all that comes next!

05/11/2026

Stolz-Smith Financial Consulting Group congratulates the Northwood University Class of 2026! Graduates, your dedication and perseverance paid off. Best of luck as you begin your careers!

Here's to the moms who do it all! Happy Mother's Day from Stolz-Smith Financial Consulting Group!
05/10/2026

Here's to the moms who do it all! Happy Mother's Day from Stolz-Smith Financial Consulting Group!

04/28/2026

Stolz-Smith Financial Consulting Group congratulates the recent inductees to the Midland County Sports Hall of Fame. Joe Danna, Terry Schwartzkopf, Ryan Bedford, Becca Mills, Fred Kelly, and American Legion 165 Berryhill Baseball represent the best of the Midland sports community. Thank you for investing in our community and youth, as well as your love of the game.

To Read More: https://www.ourmidland.com/news/article/midland-county-sports-hall-inductees-22202433.php

Operation Epic Fury and the ongoing conflict with Iran draws significant investor attention to oil markets. In this  , S...
04/23/2026

Operation Epic Fury and the ongoing conflict with Iran draws significant investor attention to oil markets. In this , Stifel's Chief Investment Officer, Michael O'Keeffe, highlights where less obvious pressures may emerge and what investors should watch as these disruptions move downstream.

Read more here: https://livesocial.seismic.com/B0I1d https://livesocial.seismic.com/airbUX

04/20/2026

Stolz-Smith Financial Consulting Group thanks everyone at Midland County Sheriff's Office - Michigan and Midland Police Department Michigan that made the 11th Annual DARE dinner and auction possible. Special shoutout to the Bullock Creek Jazz Band of Bullock Creek School District, who provided outstanding music throughout the evening - great job kids! It was our pleasure to sponsor and attend this wonderful event.

On behalf of our team and clients, a special thank you to all the CPAs we worked with this tax season. It truly was a co...
04/16/2026

On behalf of our team and clients, a special thank you to all the CPAs we worked with this tax season. It truly was a collective effort.

Stolz-Smith Financial Consulting Group is proud to announce its continued support of Midland Police Department Michigan ...
04/13/2026

Stolz-Smith Financial Consulting Group is proud to announce its continued support of Midland Police Department Michigan and Midland County Sheriff's Office - Michigan by sponsoring the annual D.A.R.E. dinner and auction this Friday night from 5-8pm. All proceeds from the spaghetti dinner and silent auction go to a great cause. Can’t make it but would still like to participate? Take-out is available!

04/08/2026

We had a wonderful time updating our team pictures yesterday with Kathy Morley at Morley Portraiture! It was a great team-building experience for us with lots of laughs. Kathy always makes sure we are looking our best!

Thanks Kathy!

Address

415 Rodd Street Suite 1
Midland, MI
48640

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