Our Firm

We believe the journey is just as important as the destination.

Who We Are:

We are a faith-based 3rd generation family team who have been serving the Springfield area since 1988. Our passion is helping our clients manage their resources to enjoy their lives and be able to see the big picture. 

As of 2020, our team is operating as Stroud Wealth Management with a new name and logo, an improved and dynamic process, and a 3rd generation added to this family team. Our Securities and Advisory services are offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.

Same family, same firm, new name and a bigger team! 

Our History:

Jan started in the financial services industry in 1982 and Steve followed suit in 1991. They combined practices in 1996 and partnered with LPL Financial to serve their clients together. In 2019, we welcomed David to the Stroud Wealth Management team, as well as Anne as the Office Administrator.