Trusted Wealth Management in Xenia, Ohio
Experience Wealth Management that Puts Your Needs First
When it comes to your personal wealth, you have your own unique goals and plans. When you seek financial help, you want someone who takes the time to understand those goals and establish strategies to help you achieve them.
Stephan & Associates works with people of all ages and income levels to provide personalized wealth management strategies. Led by our founder, Brian Stephan, Chief Executive Officer/General Manager, our team is dedicated to using their experience in the financial field to help Xenia residents manage their finances. Whether you are a first-time investor, a new retiree, or simply looking to rollover your 401(k) from your last job, we're here to help!
Find out if we're the right fit for you – schedule a complimentary initial consultation today!
Wealth Management Services We Provide
As a wealth management firm, our services are designed to fit the needs of our client. We don't believe in a one-size-fits-all approach to wealth management. Instead, we tailor our strategies to you.
We provide a wide variety of services and assistance to help meet the needs of our clients. This includes, but is not limited to:
- Retirement planning
- Investment services
- Education planning
- Estate planning
- Life insurance
- Non-profit finance management
A Client-focused Approach to Wealth Management
At Stephan & Associates in Xenia, OH, near Dayton, OH, we feel that everyone deserves experienced financial advice, no matter which tax bracket they fit into. We welcome clients of all income levels and investment experience. We work with clients who need estate planning for their wealth, and first-time investors working toward personal goals like retirement, travel, or home ownership. We encourage potential clients to reach out to our advisors and ask us anything they would like to know; to us, there's no such thing as a trivial question!
We believe in taking the time to not only understand your finances, but to get to know you on a personal level. We know that your financial goals are inextricably tied to the people and passions in your everyday life – that’s why we make an effort to understand what matters to you and build your strategies around it.
One-on-one interaction is an important aspect of our firm. We are always available to answer your questions, even if we’re out of the office, and will work to accommodate your needs and schedule.
Our Passion is Your Financial Growth
When you put your trust in us, we want to make sure you feel that you and your finances are in good hands. No matter what your goals are, we do all we can to help you make financial decisions that make sense to you.
Find out what we can do to help you actively work toward financial improvement. Schedule your complimentary consultation today!
Estate Planning Strategies