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Our Philosophy

When it comes to managing wealth, building trust is paramount.  We demonstrate this philosophy by putting our clients’ interests first while seeking to create an open and transparent environment throughout the advisory process.  Our wealth management practice not only focuses on providing customized investment guidance, but also on educating clients about the constantly evolving economic environment and the tendencies of financial markets while using simple terms and a high level of communication.  Our goal is to create a personal, trusting relationship that allows our clients to truly concentrate on their financial needs and pursuing their goals.

Meet the Team

Benn & Capan Wealth Management Group

Peter Benn

Managing Director/Investments

Aaron Capan

Managing Director/Investments

Couple on Couch Looking at Stifel Wealth Tracker App on iPad

Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

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We look forward to hearing from you and discussing your financial goals.


By the Numbers

Put simply, Stifel is a growing 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 Stifel

1890 The Year We Were Founded

and we're still going strong.

2,300 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, 2022.