Highland Investment Advisors, LLC Acquires Stoeckler Financial Advisory Services, LLC. The Combined Firm Will Manage Over $220 Million of Assets for Over 400 Clients.

This transaction was Highland’s third completed acquisition.

Ponte Vedra, Florida & Brookfield, Wisconsin:

April 6, 2023

We are pleased to announce that, effective from the first quarter of 2023, Highland Investment Advisors, LLC (Highland), an SEC-registered investment advisor based in Ponte Vedra (Nocatee), Florida, has acquired Stoeckler Financial Advisory Services, LLC (Stoeckler), a registered investment advisory firm in Brookfield, WI. Highland also has an office in Delafield, Wisconsin, and will retain Stoeckler’s location in Brookfield.

Adam Drake, Highland’s owner, stated, “Russ Stoeckler, his son Adam, and I have been colleagues and friends for over 15 years. When Russ approached me about combining our firms, my immediate response was ‘Yes!’ Russ and Adam align perfectly with our company culture, and they contribute their exceptional professionalism and planning expertise.”

Russ Stoeckler added, “We are excited about the opportunity to work with a company that shares our commitment to putting clients first. We can now have a greater focus on our clients as we leverage Highland’s experience in investments, operations, compliance, and more.”

About Highland: Highland was founded in 2006. The firm’s mission is “to promote our clients’ prosperity while protecting their peace of mind.” As a fee-based wealth management firm, Highland offers customized financial advice and solutions that cater to the unique circumstances and objectives of each client. Highland’s strategy is to partner with independent financial advisors who want to continue building fee-based practices or who are looking for a succession plan.

For more information, contact:

Adam S. Drake, CFA

Managing Director
414-755-2309 x101