Michael Stillman AIF

Director of Research, Lead Advisor

Michael has thirty years’ experience in wealth management and 401(k) retirement plan stewardship. He specializes in helping individuals preserve and grow irreplaceable capital based on their unique set of circumstances. Michael also helps plan sponsor clients evaluate service providers, eliminate costly conflicts, and substantially enhance the overall plan effectiveness. Michael accepts responsibility as a fiduciary for clients’ investment outcomes. He works exclusively for his clients and does not accept compensation from third parties. Michael has been awarded the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants and is a member of the AICPA Personal Financial Planning Section and the Texas Society of CPAs. Michael has also earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education. He received his BBA and Master of Accountancy degrees from the University of Mississippi. Michael’s opinions and fiduciary insights have been quoted in MarketWatch, BenefitsLink, and other media sources.