About Stokes Family Office LLC
STOKES FAMILY OFFICE LLC is a distinguished, 100% family-owned SEC-registered investment advisor (RIA) with a rich history spanning over 35 years. Founded in 1987, the firm is dedicated to providing fiduciary services and operates with a client-first philosophy, prioritizing long-term relationships with families and institutions. STOKES FAMILY OFFICE LLC offers comprehensive wealth management, retirement plan consulting, and family office services tailored to the unique needs of high-net-worth individuals and families. Recognized for its commitment to excellence, STOKES FAMILY OFFICE LLC has been named among Forbes’ America’s Top RIA firms for four consecutive years, including 2025. Their team of experienced advisors, with an average age under 45, brings a modern, innovative perspective to complex wealth management challenges, offering radically transparent guidance. Key services offered by STOKES FAMILY OFFICE LLC include designing strategies for investment, tax, and estate planning, coupled with a strong focus on responsiveness and creativity. The firm is committed to putting clients' interests first, fostering confidence in their financial futures. STOKES FAMILY OFFICE LLC serves clients from its offices in New Orleans, LA, and Dallas, TX.
Website: https://stokesfamilyoffice.com/about-us/
Founded: 1987
Office Locations
- Dallas, TX
- New Orleans, LA (Headquarters)
- Dallas, TX
- New Orleans, LA (Headquarters)
Team Members
- Greg Stokes, Managing Partner, CFP®, JD
- David Stokes, Founder Emeritus, CFP®
- Hannah Tucker, Analyst, CFP®
- Patrick McKay, Managing Director, Stokes Institutional, CFP®
- Daniel Becker, Managing Director and Wealth Advisor, Dallas, CFP®
- Doug Stokes, Managing Partner, CFA®
- Victoria Todino, Director of Corporate Operations
- Charlie Tiblier, Chief Compliance and Operations Officer, CFP®
- Rachael Richard, Director of Portfolio Management and Trading, CFP®
- Devin Brieske, Senior Analyst, Wealth Management, CFP®