SECOND HALF FINANCIAL PARTNERS, LLC
SEC RegisteredLive Your Next Chapter on Your Terms
About the firm
Statler Financial is a financial services firm that helps clients plan retirement strategies. Through a discovery, evaluation, and planning process, the firm creates custom strategies to help clients reach their unique retirement goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income planning, financial strategy development, wealth management, and tax guidance in retirement; also offers informational seminars and a radio show hosted by Phillip Statler.
Who they serve
Individuals planning for or in retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 439 | $75M |
| High Net Worth Individuals | 46 | $52M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $145k |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SECOND HALF FINANCIAL PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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