Level Up Your Finances Today

Stephan & Associates
At Stephan & Associates, we seek to serve clients from all walks of life, helping you plan for your future financial needs.

Our Services

Financial Guidance

Life is full of competing priorities – some you plan for and some you don’t. You probably have an idea of the things you want to do that will require money

Estate Planning Strategies

To plan your legacy, you’ll need long-term vision, careful planning and meticulous follow-through.

Retirement Planning

Stephan and Associates Wealth Management is here to walk with you through every life stage you encounter from career transitions and marriage to children heading off to college, having grandchildren and on into and through retirement.

Investment Services

Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency.

Settle for more

We are not in the business to sell any particular products, rather we are here to provide advice, guidance and recommendations exclusively based on your own personal financial picture.

Evaluate

While other financial firms describe their internal structure, service offerings and capabilities as a means to generate sales, Stephan & Associates understands that we are a service firm, not a sales firm.

Analyze

We do not require a minimum asset level or net worth to serve clients. In fact, we love the idea of guiding those who are just starting their investment journey.

Roadmap

We are here to be your compass, to guide you through the ever-changing tides of the investment industry. No matter how the tides change, one thing remains firmly fixed: our commitment is to you.
Legacy planning is a special subset of financial planning. That’s because leaving a legacy entails much more than leaving an inheritance or charitable gift. Leaving a legacy means passing along celebrated traditions and cherished values to those we love.

Plan for a better Future

Our Specialties

  • Investment Services
  • Financial Guidance
  • Retirement Planning
Securities offered through American Wealth Management. Member FINRA/SIPC. HQ: Atlanta, GA 800-633-4613. Advisory services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC, a registered investment adviser.

FAQ

What Types of Financial Services Do you Offer?
Stephan and Associates Wealth Management will help you build a foundation so that life doesn’t take you – or at least your finances—by surprise.

  • Investment Service
  • Retirement Planning
  • Estate Planning Strategies
Do you Offer 401k Services?
Many American workers are delaying retirement because they haven’t saved enough over the years. At Stephan & Associates Wealth Management, our goal is to help America’s businesses prepare their valued employees for a dignified retirement.
What Type of Financial Plan will Work for Me?
A comprehensive financial plan typically covers topics such as estate planning, tax planning, insurance needs, and debt management, in addition to more investment‐oriented areas, such as retirement and college planning.
The term financial planner generally refers to providers who look at your entire financial picture to develop and, at times, also implement a comprehensive financial plan based on your long‐term goals.

A comprehensive financial plan typically covers topics such as estate planning, tax planning, insurance needs, and debt management, in addition to more investment‐oriented areas, such as retirement and college planning.

Let us help you grow Your Financial Portfolio

Stephan & Associates Wealth Management
354 N. Detroit Street
Xenia, OH 45385
937-374-2002

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Securities offered through American Wealth Management.  Member FINRA/SIPC.  HQ: Atlanta, GA 800-633-4613.  Advisory services offered through Hayden Royal LLC. and Chalice Capital Partners, both registered investment advisers.  Stephan Wealth Management and American Wealth Management are not affiliated with Hayden Royal or Chalice Capital Partners.