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.
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.
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.
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.
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.
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
- 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 Chalice Wealth Advisors (CWA) an SEC registered investment adviser.
What Types of Financial Services Do you Offer?
- Investment Service
- Retirement Planning
- Estate Planning Strategies
Do you Offer 401k Services?
What Type of Financial Plan will Work for Me?
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
Securities offered through American Wealth Management. Member FINRA/SIPC. HQ: Atlanta, GA 800-633-4613. Advisory services offered through Chalice Wealth Advisors (CWA) an SEC registered investment adviser. Stephan Wealth Management and American Wealth Management are not affiliated with Chalice Capital Partners.