Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Josh Chabot

Josh Chabot

CRPC

Private Wealth Advisor

Co-Founder of Stanchion Wealth
Learn more about Josh Chabot Visit Josh Chabot's website
Advisor photo for Ryan Callahan

Ryan Callahan

CFP®, CIMA®, CEPA®

Financial Advisor

Co-Founder of Stanchion Wealth
Learn more about Ryan Callahan Visit Ryan Callahan's website


Our team

Aaron Beers

Aaron Beers

Client Relationship Specialist

Jonah Peacock

Jonah Peacock

Financial Planning Specialist

Sarah Heine

Sarah Heine

Client Relationship Specialist