Elsass Financial Group, Inc.
Brad Stoehr, CIMA, is a Financial Advisor at Elsass Financial Group, Inc. since September 2024, with nearly 20 years of experience in the financial services industry dedicated to helping clients achieve their financial goals. As Co-President and Co-Founder of Odd Kidneys since February 2021, Stoehr leverages extensive expertise in financial advisory. Previously, as Senior Regional Director and Internal Sales Manager at Horizon Investments® from July 2005 to September 2024, Stoehr coached Sales Associates to enhance consulting services and assisted advisors with complex investment strategies. Stoehr also served as President of the Charlotte Chapter of AA-ISP from January 2016 to December 2018, focusing on building a supportive community among inside sales professionals. Educational credentials include a Bachelor of Science in Finance from Wilbur O. and Ann Powers College of Business at Clemson University and an MBA from Queens University of Charlotte.
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Elsass Financial Group, Inc.
Our Philosophy Most financial firms focus on the products, procedures, and technicalities that make investing difficult to understand and even harder to find success. The all-consuming fixation on performance and the bottom line of the firm means things like your needs, wants, and goals for the future take a back seat. Elsass Financial Group works a little differently. Our first step is to truly understand our clients’ needs and build a comprehensive financial plan designed to meet those needs through investments, savings plans, and an adaptable framework. The plans we design are unbiased, objective, and always in the clients’ best interest. We pride ourselves on being independent advisors that answer only to the client. Our fee-based structure allows the client and financial advisor to work in concert to help achieve goals and dreams. Fee-based means that our compensation is derived from a percentage of assets or a flat rate. We believe it is fairer, more objective, and more transparent than a traditional commission-based relationship. Lastly, our goal is to provide a service that endures multiple generations. At the core of this service is our client-focused service model. We are always striving to exceed our clients’ expectations through continued learning, quality recommendations, and truly caring about them and their families’ needs. Copy and Paste the link below into a new window to see all disclosures: https://www.elsass-efg.com/disclosures/