Boutique scale Small team (2-10 employees) at Stabler Wealth Management presents a potential need for scalable, cost-efficient technology and outsourcing solutions to support growth, client onboarding, and compliance without significant headcount expansion.

Integrated services Offers comprehensive wealth management including investment management, financial planning, and risk management via an RIA through LPL Financial, signaling opportunities for partnerships in technology, CRM, portfolio analytics, and risk software that complement advisory capabilities.

Tech stack Current technologies include Trident AB, Beaver Builder, MySQL, imagesLoaded, Flywheel, GoDaddy, Gravity Forms, and Apache, suggesting openness to web, data, and automation tools that improve client experience, lead capture, and secure data handling.

Revenue scale Revenue in the mid six-figure to lower seven-figure range indicates potential fit for mid-market financial tech solutions, scalable marketing, and compliance/support services aligned with growth stage without enterprise-scale contracts.

Regulatory context Securities and Advisory services offered through LPL Financial with FINRA/SIPC affiliation and limitations on where professionals may transact, highlighting opportunity for consulting on regulatory compliance, licensing, and state-specific sales enablement.