Our team has been at the forefront of the industry’s shift towards comprehensive, goals-based financial planning for decades. Gone are the days of transactional relationships limited to just investment management or insurance. Instead, we offer proactive financial planning and professional investment management as true fiduciaries to our clients.
We take a problem-solving approach towards anything that impacts our clients’ financial lives. Whether that is tax planning, retirement planning, investment management, or more. Clients choose us when they have reached their “DIY expiration”—when time, willingness, and ability no longer allows them to manage their finances on their own.
That’s where we step in.
From high-earning professionals and entrepreneurs to current and future retirees, we provide thoughtful guidance, clear direction, and a modern planning experience designed to keep your life and wealth moving forward with confidence. Financial planning is more than just retirement, and our process ensures we are ready to help you plan for all stages of life.
Led by managing partners Bruce Ohrenich, CFP® and Seth Bittner, RICP®, serving pre-retirees and retirees navigating their next chapter, and credentialed financial planners Matthew Ohrenich, CFP® and James Behr, Jr. serving the next generation of high-earning professionals and entrepreneurs. Stillwater serves clients across the United States with locations based in the greater Philadelphia, PA and Charleston, SC areas.