Dieckmann Wealth Management Group - Stifel

Dieckmann Wealth Management Group - Stifel Herman J. Dieckmann, CIMA®, Senior Vice President/Investments, Senior Portfolio Manager - Solutions Program
Melinda A. Stifel Financial Corp.

Dieckmann, CFP®, CIMA®, Senior Vice President/Investments
Brian Dieckmann, CFP®, CRPC™, Senior Vice President/Investments, Portfolio Manager - Solutions Program
Jonathan H. Dieckmann, Registered Client Service Associate
Darin J. Sipe, Registered Client Service Associate
Jordan A. Hoffman, Client Service Associate


Forbes' Best-in-State Wealth Management Teams 2024, 2025 - Dieckmann Wealth Managem

ent Group
*Forbes' Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client's experience and are not indicative of the financial advisor's future performance. For more information, see www.stifel.info/award-disclosures. After hours by appointment only.
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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. 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.

Although you can reclaim any unclaimed property, consider taking the following steps to ensure that you do not allow any...
06/01/2026

Although you can reclaim any unclaimed property, consider taking the following steps to ensure that you do not allow any property to be classified as unclaimed or abandoned.

Learn more here: https://livesocial.seismic.com/aAf9u6

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. ...
05/30/2026

Financial stress is the number one driver of declining emotional health in America. But it doesn't have to be that way. As a Financial Advisor, I can help you reduce uncertainty by building a clear, personalized plan tailored to your goals.

As noted in the Northwestern Mutual's 2026 Planning & Progress Study, 71% of Americans with a financial advisor said they felt financially secure, while only 38% without an advisor agreed. You're welcome to reach out to me to discuss your goals, let Mental Health Month serve as a reminder to review your financial well being.

Tax-free growth potential, college tuition, K–12 tuition, apprenticeships, and even student loan repayment, 529 Plans of...
05/26/2026

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.

While most people diligently track other areas of personal wellness, they often neglect financial wellness. Use Stifel's...
05/24/2026

While most people diligently track other areas of personal wellness, they often neglect financial wellness. Use Stifel's Financial Wellness Assessment as a starting point to challenge you to make financial wellness a priority: https://livesocial.seismic.com/aFN2vl

Entrepreneurs, executives and business owners often have complex financial needs that go beyond traditional wealth manag...
05/22/2026

Entrepreneurs, executives and business owners often have complex financial needs that go beyond traditional wealth management. As your strategic partner, the Client Coverage Team provides advisors with coordinated access to relevant investment banking and capital markets expertise – all while keeping the advisor at the center of the client relationship.

Read more at the link,
https://livesocial.seismic.com/o5FCb https://livesocial.seismic.com/a1pOxC

The best performing asset class often varies from year to year. Diversifying across asset classes ensures participation ...
05/13/2026

The best performing asset class often varies from year to year. Diversifying across asset classes ensures participation in the stronger ones while mitigating the impact of weaker performing classes. For example, the moderate SAA portfolio here: https://livesocial.seismic.com/akozty

05/09/2026

Caring for aging parents can feel overwhelming—but you don't have to navigate it alone. This video breaks down the essential steps to help you get organized, from managing finances and documents to protecting sentimental items and digital accounts. You'll also learn how to support your parents emotionally and prepare for future care needs. Watch now to feel more confident, prepared, and connected as your family enters this new chapter.

Struggling with what to do with that old 529 plan? The IRS now allows you to roll it into a Roth IRA. If you have unused...
05/01/2026

Struggling with what to do with that old 529 plan? The IRS now allows you to roll it into a Roth IRA. If you have unused funds in a 529 plan, and don't have any further education expenses or another family member who could use the funds, consider a Roth IRA.

Learn more here: https://livesocial.seismic.com/aa9Fwr

Elderly individuals are often targeted by online scammers seeking to exploit their trust and unfamiliarity with technolo...
04/17/2026

Elderly individuals are often targeted by online scammers seeking to exploit their trust and unfamiliarity with technology. Here are five actionable tips to help shield them from online scams: https://livesocial.seismic.com/azPqHr

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Pittsburgh, PA
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