Tilton Sturman Financial

Welcome!

Thank you for visiting our website. Tilton Sturman Financial, Inc.. is a full-service independent financial consulting firm specializing in managing money for individuals and families. Whether you're a prospective client or an existing member of the Tilton Sturman family, we hope you enjoy our site. Here is a brief overview of the Tilton Sturman approach:

Robust Financial Plans
At Tilton Sturman Financial, we are dedicated to guiding and sustaining the financial futures of our clients. Through an in-depth understanding of each client's financial position, unique goals and objectives, and the personal values which they hold, we customize robust financial plans. Each plan estimates the client's probability of achieving his or her financial goals by simulating 10,000 different market scenarios and summarizing the results. Then we collaborate with the client to make any necessary strategy adjustments to put them on track, or stay on track, for their goals.

Advance and Protect Investment Process
Our disciplined Advance and Protect investment process seeks to increase investment exposure during rising markets, while minimizing that exposure during declining markets. In other words, we look to "advance" when opportunities exist and "protect" when risk abound. We like to think of it as a defensive strategy with an offensive mindset. The active nature of our Advance and Protect investment process is much more dynamic than static buy-and-hold investing. We also look to minimize client fees through the use of individual stocks and exchange-traded funds, instead of traditional mutual funds.

Predictable, Value-Driven Client Service Model
We believe that the client experience is about more than just receiving friendly, trustworthy advice and service. Of course, we take those things very seriously, too, but we also believe that service needs to be consistent, predictable, and driven by value. At Tilton Sturman Financial, clients not only hear regularly from their advisor directly, they also have a dedicated Client Care Associate to help keep the financial planning and investment process moving.

Clients receive robust financial plans, with our dynamic Advance and Protect investment process, and a predicable, value-driven client service model, in order to provide a client experience that is second to none.