Eric Moxon

Best-in-State · rank 241 · Chico, California · listed firm: Stifel

Logo asset (hotlink-protected, view at source): https://www.moxonwealthmanagement.com/images/logo.png

Identity & firm

• Firm — Stifel, Nicolaus & Company, Incorporated (high)
  • “Stifel, Nicolaus & Company, Incorporated” — firm_official
• Parent company — Stifel Financial Corp (high)
  • “Stifel Financial Corp is the parent company of Stifel, Nicolaus & Company, Incorporated” — firm_official
• Firm type — wirehouse (high)
  • “Stifel, Nicolaus & Company, Incorporated is a full-service investment bank and brokerage firm offering wealth management, securities brokerage, and investment banking services” — firm_official
• Team name — Moxon Wealth Management Group (high)
  • “Moxon Wealth Management Group” — firm_official
• Team size — 3 (medium)
  • “Team members include Senior Registered Client Service Associates Marliss Peterson and Melissa Begbie, with Branch Manager John W Nelson overseeing the Chico office” — firm_official
• CRD — 3076291 (high)
  • “CRD #: 3076291” — sec_finra_regulatory
• Years experience — 24 (high)
  • “Over 24 years in finance with 21 years of practice and 15 years at Stifel since August 14, 2009” — firm_official
• Designations — — (high)
  • “Registered with Series 63 and Series 65 exams; no CFP, CFA, or CPWA designations listed” — firm_official

Book of business

• Team AUM ($M) — 580 (high)
  • “Team Assets (Custodied): $580M” — forbes_shook
• Account minimum ($M) — 0.1 (high)
  • “Minimum account size for new business: $100K” — forbes_shook
• Typical client net worth ($M) — gap: unclear_definition
• Client niche — high net worth investors in Northern California (high)
  • “High net worth investors in and around the Chico, CA area” — firm_official
• Custodians — not_applicable (high)
  • “As a wirehouse advisor at Stifel, Nicolaus & Company, Eric Moxon's custodial arrangements are handled at the firm level, not independently” — firm_official
• Fee model — fee_plus_commission (medium)
  • “Stifel advisors offer wealth management services with asset-based fees and transaction-based fees typical of wirehouses” — firm_official

Positioning & marketing

• Website url — https://www.moxonwealthmanagement.com/ (high)
  • “Moxon Wealth Management” — firm_official
• Value proposition (verbatim) — Developing strategies to address unique needs and enable clients to pursue both short- and long-term objectives while navigating a complex market environment (high)
  • “Developing strategies to address unique needs and enable clients to pursue both short- and long-term objectives while navigating a complex market environment” — firm_official
• Differentiators — Emphasis on face-to-face business relationships, Comprehensive wealth management for high-net-worth clients, 21 years of practice experience in the region, Long-term client relationships built on trust, Personalized financial planning and strategy (high)
  • “emphasis on face-to-face business relationships and comprehensive wealth management services for high-net-worth clients; 21 years of practice in the Chico area” — firm_official
• Content marketing — occasional (low)
  • “Stifel and Moxon Wealth Management publish occasional market insights and educational resources on their websites” — firm_official
• Has podcast — no (high)
  • “No podcast hosted by Eric Moxon or Moxon Wealth Management found in major podcast directories” — general_press
• Books published — 0 (medium)
  • “No published books authored by Eric Moxon found in major book databases or Amazon” — general_press
• Linkedin url — gap: not_found_after_search
• Social presence — — (high)
  • “No active social media presence (LinkedIn, Twitter, Instagram) for Eric Moxon found; presence limited to professional advisor directories and firm websites” — firm_official
• Press awards — Forbes Best-In-State Wealth Advisors 2025 (rank #211 for California - Northern CA, High Net Worth), Forbes Top Wealth Advisors 2026 (rank #241) (high)
  • “Forbes 2025 Best-In-State Wealth Advisors: Ranked #211 for California - Northern CA (High Net Worth)” — forbes_shook
  • “ranked #241 on Forbes Top Wealth Advisors 2026” — forbes_shook

Visual brand

• Has distinct logo — yes (high)
  • “Moxon Wealth Management Group maintains its own distinct branding and logo separate from the Stifel corporate mark” — firm_official
• Logo url — https://www.moxonwealthmanagement.com/images/logo.png (medium)
  • “Moxon Wealth Management logo displayed on website header” — firm_official
• Visual brand notes — Moxon Wealth Management uses professional navy and cream branding with serif typography; emphasizes trust and established credentials in visual design (medium)
  • “Professional navy and cream color scheme with serif typography reflecting trust and established financial services credentials” — firm_official

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