Family-First Investing

We are a father-son team and proud to serve your diverse, multigenerational wealth management needs. Whether you are planning for your retirement, saving for your children’s or grandchildren’s education, or looking to manage, grow, and transfer your wealth in a tax-efficient manner, we are here to provide highly customized service and guidance that aligns with your life and goals.

Our Approach

The Doering Wealth Management Group employs a holistic, multigenerational approach to create a customized wealth management plan that aligns with clients’ financial goals. A father-son team, we are set up to offer multiple different skill sets and viewpoints for clients of different backgrounds and ages. We are here to help ensure your family’s wealth, legacy, estate planning issues, and charitable giving strategies are all properly addressed.

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Stifel

By the Numbers

Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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$551 Billion in Client Assets Under Management

Stifel is responsible for more than $551 Billion in client assets.

As of December 31, 2025.

$32 Billion in Banking Assets

Stifel Bank has $32 billion in banking assets.

As of December 31, 2025.

$8 Billion in Trust Assets Under Advisement

Stifel Trust has $8 billion in trust assets under advisement.

As of December 31, 2025.

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