Welcome to Flood Wealth Advisory Group

At Flood Wealth Advisory Group, we believe financial confidence begins with a clear plan and a trusted relationship. Our process is built around three key areas that help individuals, families, and businesses make informed decisions and work towards meaningful outcomes.

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Our Core Focus Areas

Wealth Planning with MoneyGuidePro®

Every client journey starts with a personalized financial plan using MoneyGuide. This powerful tool helps us understand your goals, assess your resources, and build a flexible roadmap that evolves with your life. It’s the foundation for everything we do.

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Estate Planning Strategies

Estate planning is often where financial and family dynamics intersect. We’ve seen how unclear plans can lead to confusion or conflict among beneficiaries and successor trustees. While we don’t provide legal advice, we help clients think through the interpersonal and practical aspects of their estate. We also work closely with Stifel Trust Company to provide professional trust services and administrative support, helping ensure your intentions are carried out smoothly.

Trust and fiduciary services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (collectively Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. Neither Stifel Trust Companies nor affiliated companies provide legal or tax advice.

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Business Retirement Plans

We help companies design and manage retirement plans that support both the business and its employees. From plan structure to participant education, we apply best practices that are designed to help improve outcomes, reduce fiduciary risk, and create long-term value.

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Whether you're planning for your future or managing a business, we’re here to guide you with clarity, care, and experience.

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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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9,000 Associates

The firm has more than 9,000 associates.

As of December 31, 2024.

$5.0 Billion in Net Revenue

in 2024.

As of December 31, 2024.

$500 Billion in Client Assets Under Management

Stifel is responsible for more than $500 Billion in client assets.

As of December 31, 2024.

Keeping You Informed