Stanley Wealth & Retirement Get To Know Us Better.
At Stanley Wealth & Retirement, our mission is to help our clients thoughtfully prepare for retirement and create a path to retire their way.
Stanley Wealth & Retirement Get To Know Us Better.
At Stanley Wealth & Retirement, our mission is to help our clients thoughtfully prepare for retirement and create a path to retire their way.
Founded by nationally ranked advisor Dustin Stanley, we believe that retirement planning should be empowering, not overwhelming.
“Retirement isn’t just a financial goal — it’s a mindset, a way of life. You’ve worked a lifetime to get here. Now, make sure your retirement works for you!”
Dustin Stanley – Founder and President
We support our clients with caring, hands-on service that helps them align their life vision with their financial priorities. To do so, we address each person and family’s unique needs: their desired lifestyle, their legacy priorities, their income needs, their values. From there, we design personalized strategies that allow them to plan smarter and retire better.
Rather than sell products — we provide solutions.
Rather than follow trends — we follow strategy.
And rather than offer promises — we design plans that work.
Every person deserves to understand why their plan works, not just what it is. Our consultative, education-based guidance offers a partner you can rely on for working to preserve wealth, minimize taxes, generate reliable income, and protect your legacy.
Our Core Values
• Lead with a servant’s heart: We prioritize our clients’ needs across our relationships. To do so, we believe we must lead with humility, empathy, and a genuine desire to empower every person and family we support.
• Bring integrity in everything we do: We care for our clients’ well-being and look out for their best interests. We advise candidly, act thoughtfully, and proactively support you.
• Be a supportive ally: Our relationship should bring simplicity to your life and clarity to your decisions. We work to make sure that in every step, we’re an ally you can rely on to make sense of your financial life and have a network fostering your success.
• Enjoy the moment: Life is here to enjoy — and we want to make sure that we’re helping you embrace the moment. From our client events to our one-on-one meetings, we aim to help our clients find community and purpose.
Meet Our Team Members
Kristin Stanley, CEP®
Director of Operations,
Certified Estate Planner
Charles Fulda IV
Estate Planning Attorney
Todd Whitener
Financial Professional
Analytics/Tax planning
Lee Northern CFP®
Certified Financial Planner
Matt Woodford
Property & Casualty
James Sweasy
Investment Advisor Representative
Claire Augello
Marketing Coordinator
Jessi Powell
Director of First Impressions
