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PERSONAL SERVICE, MORE OPTIONS, FEWER RESTRICTIONS
People want personal service when it concerns their money and their future.

Finances aren't just all about numbers. This is your livelihood, your family's livelihood — it's personal. Are you more comfortable with a hands-on approach to your investments or do you want us to just take care of it? We'll work with you. Are you looking to make sure your money grows incrementally or are you comfortable with taking more risks for more possible gains? We'll work with you. As your advisors, we'll be available for you.

About us

Billy Newby and Matt Stahl together have more than 30 years in the financial services industries. We have invested time and money to improve our advisory skills by becoming Certified Financial Planners™ and have undergone rigorous studies in the areas of ethics, taxes, investments, retirement, and estate planning to become certified to better serve all of your needs.

We're looking to take our extensive market knowledge and understanding of the financial industry to put it to work for you. When you're building a college fund, buying a home, planning for your retirement or financial legacy — Newby-Stahl will work with you and formulate a strategy that fits your needs.

Independence

We chose Cambridge Investment Research as our independent broker-dealer because they provide the stability of a larger institution but still allows us the independence to offer you objective guidance on your finances. We do not sell any proprietary products or have any sales quotas as part of that partnership. Because of the freedom Cambridge offers we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.

Through our partnership with Cambridge we have access to a vast menu of compliance-friendly solutions and services. We will customize an investment strategy designed to meet your unique long-term or short-term investment needs.

Newby-Stahl will give you personal service, more options and fewer restrictions all at a lower cost.