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Let our family do the honor of serving yours.

Freehold Wealth Management

Mary Steele, CFP® Managing Partner of Freehold Wealth Management - Stifel Independent Advisors

Mary Steele, CFP

Managing Partner

Cyndi Boyle President, Freehold Wealth Management, Stifel Independent Advsors

Cindy Boyle

President

John Boyle Managing Director,, Freehold Wealth Management of Stifel Independent Advisors

John Boyle

Managing Director

Margy Thompson

Operations Manager

Watch Our Announcement Video

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Relationships Based on Trust

Our top priority is to gain your trust. We believe you will not find a wealth management group that has more proactive and meaningful interactions with clients than ours – we put your needs above our own.
Our Approach
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Our Philosophy

Being present and doing our best. Every day, we strive to make the best decisions possible, whether we’re guiding our clients toward their financial goals or operating our practice.
Our Philosophy
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What to Expect

You can expect a fierce dedication to you and your needs. If you ever have a question, one of us is will be available to help.
Our Clients
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Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

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Connect with Us

We look forward to hearing from you and discussing your financial goals.