Mainstay Wealth Management Group

We combine more than 150 years of financial services and industry-related support experience. Our team specializes in helping you identify, quantify, and prioritize your financial goals into a customized investment plan tailored to your risk tolerance. We are committed to finding the appropriate financial strategies for your individual needs. Backed by Stifel, one of the nation’s leading wealth management and investment banking firms, we offer innovative, creative, high-quality, and value-added products and services. We don’t try to fit you into a product or service – we find products and services that fit into your unique lifestyle.

Image of the Mainstay Wealth Management Team of Stifel in Zionsville, Indiana

Whether you want to grow or preserve your wealth,

Customized Wealth Strategies Are – Quite Literally – Our Mainstay

We want to help you manage your financial behavior so that you can maintain the retirement lifestyle you envision. Not only do we want to help you save for all of life’s big moments like college, weddings, and retirement, we also want to know where you’ll go to celebrate these milestones. We are on this journey together; it’s our commitment to you that results in many of our clients also becoming our friends.

Professionals pointing at charts on table

Our disciplined investment strategy is

Built On Long-Term Relationships.

Finding the right financial advisor is more than just stock picks and fund analysis, it’s about establishing a relationship with a professional who can help you design your financial picture – no matter how large or small. We’re here to help you pursue your goals. We are available to guide you not only with your investments, but also to provide direction and referrals when needed with reliable outside resources. You can lean on us for support.

Mainstay Wealth Management Group NAMED TO THE

Forbes' 2024 Best-In-State Wealth Management Teams

Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information on the selection methodology, see www.stifel.info/award-disclosures.

Mike Harlos Named to The

Forbes' 2024 Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.