General Info

Founded in 1997, Stoker Ostler specializes in managing investments and providing financial planning for affluent individuals and families, small-to-medium sized institutions and non-profit organizations.In 2009, Stoker Ostler became part of Harris Private Bank. Harris Private Bank provides comprehensive wealth management service. Harris has a long-standing history of providing financial services to its clients and is a part of BMO Financial Group, one of North America's oldest and most diversified financial services providers.Building on a shared "open architecture" philosophy, we are able to provide our clients with the personal attention, expertise and objectivity they have come to expect from a small advisory firm, while offering them access to the comprehensive financial resources and peace-of-mind stability that Harris provides.Harris Private Bank is a trade name used by various subsidiary financial service providers of Harris Financial Corp Products and services offered through Harris Private Bank are provided by Harris N.A., Harris Bank N.A and their bank affiliates. Not all products and services are available in every state and/or location.Stoker Ostler Member Harris Wealth AdvisorsSM is a service mark of Stoker Ostler Wealth Advisors, Inc, an SEC-registered investment advisor.