1890 The Year We Were Founded
and we're still going strong.
Who We Are
At Owens Wealth Management Group, we’re a full-service wealth management team dedicated to helping you work towards your financial goals with clarity and confidence. With more than 50 years of combined industry experience, we specialize in creating tailored financial strategies that support the retirement you envision.
We value listening — truly understanding your needs is at the heart of everything we do. Our commitment is to ensure you feel heard, supported, and empowered throughout your financial journey.
Meet Our TeamWe value listening — truly understanding your needs is at the heart of everything we do. Our commitment is to ensure you feel heard, supported, and empowered throughout your financial journey.
Our Mission
To empower individuals and families in their pursuit of financial confidence through personalized guidance, strategic planning, and a commitment to long-term relationships built on trust and transparency.
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.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2024.
$5.0 Billion in Net Revenue
in 2024.
As of December 31, 2024.
