Stout Wealth Advisory Group
SEC Form ADV
The Stout Wealth Advisory Group SEC Form ADV is available as an Adobe Acrobat Reader (PDF) file. To view a copy of our Form ADV, click or tap on the button below:
If you have trouble viewing the PDF document you can download the ADV here, the ADV Wrap document here, and the Brochure Supplement document here.
If you do not have a copy of Adobe Acrobat Reader you can get it here.
Located near Harrisburg in Central Pennsylvania 
Serving clients in Shippensburg, Carlisle, Camp Hill, Palmyra, Hershey, Lancaster and other cities and states
555 Gettysburg Pike Suite C-100, Mechanicsburg, PA 17055
Links to Other Sites - A Disclaimer
This site has links to other websites as a convenience to our clients. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and our Privacy Notice will not apply. When you link to another website, you are subject to the privacy policy of that new site.
When you follow a link to one of these sites neither Stout Bowman & Associates, LLC, nor any agency, officer, or employee of Stout Bowman & Associates, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
Our Financial Planning Process and Why Planning Is Important
Putting trust and integrity first, we make financial planning understandable and comfortable every step of the way. The Financial Planning process that we provide is comprehensive and unbiased. We do not work for a particular company or financial institution; we only work for you.
Putting trust and integrity first, we make financial planning understandable and comfortable every step of the way. The Financial Planning process that we provide is comprehensive and unbiased. We do not work for a particular company or financial institution; we only work for you.
Financial Planning encompasses all facets of your life and begins with a consultation designed to get to know you, your family, your concerns and your goals. With a team approach, we will then analyze the plan's output data to prepare recommendations that are designed to make the next steps towards reaching your goals as simple and understandable as possible. It's like putting together the pieces of a puzzle, some fit very well, some pieces are missing, and some don't belong. You can even include your own attorney and CPA as part of the process.
Every recommendation is tailored specific to you, with your best interest in mind. Individuals respond differently to communication, presentation and explanation styles, and it is extremely important for us to address those styles and meet your expectations. Every investment client is first a financial planning client; it's important to go through that process before making any professional investment recommendations.
Next, you'll want to meet our team members.
Check out the products and services we offer.
Hey, sometimes we even make the news (for a good reason).
And, of course, every company or website must have a privacy policy — here's ours.
Finally, the Securities and Exchange Commission (SEC) requires all professional investment advisers to file an SEC Form ADV and update it every year. You can read our submission here.