NobleVest Private Wealth

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NobleVest Private Wealth

We are relationship driven, strategy-focused partners in achieving your goals.
1650 S Enterprise, Ste A, Springfield, MO, USA, 65804Geoff Stufflebam, Ken Roberts & Shweta Agarwal, Founding Partnersinfo@noblevestpw.com417-512-2100

We are four like-minded advisors with 70+ years of experience who believe, above all else, meaningful client relationships are created through the comprehensive planning and solutions we tailor to each unique client we serve. Our relationships are focused on families and small businesses.

NobleVest Relationship With MDA & MDIS

Dr. Jon Copeland talks with Geoff Stufflebam, one of NobleVest's founding partners, about the company, their recent move from corporate to independent, their long-standing relationship with MDIS and MDA, and how they work with dentists.

Review Your Plan to Make Sure You're On Track

Ken Roberts notes we're in unusual economic times, which can make it feel like you're going backward in your retirement goals! He suggests it's good business practice, whether employee or employer, to periodically review your plan. NobleVest will do this for dentists and their employees (even if you currently do not have a plan with NobleVest). It's complimentary and about a 10-minute process to get started!

  • Your NobleVest Team at the MDA Connect4Success 2022! From left: Ken Roberts, Shweta Agarwal and Geoff Stufflebam.
  • Excited to serve you through our new venture, NobleVest Private Wealth!

MEAP Informational Brochure

Informational Brochure on Multiple Employer Aggregation Program (MEAP), a qualified retirement plan that is offered in conjunction with Lincoln Financial Group.

Offering a Retirement Plan is A Great Employee Retention Tool

Offering a retirement plan has never been more appealing and a great employee retention tool, especially in this post pandemic, tight labor market. In this recent article, Geoff Stufflebam discusses the MEAP 401(k)—a solution that makes offering a retirement plan easy, affordable and with options! Geoff reviews common questions that come up when explaining this plan to dentists.

MDA Connect4Success Logo

MDA Connect4Success

Margaritaville Lake Resort

June 22, 2023 - June 24, 2023, UTC-5

Mid-Continent Dental Congress Logo

Mid-Continent Dental Congress

St. Louis Union Station

October 26, 2023 - October 27, 2023, UTC-5