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!

Call Us: 937-374-2002 Book a Consultation

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:

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!

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
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.
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.
Call Us: 937-374-2002 Book a Consultation

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PLAN FOR A BETTER FUTURE


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. Advisory services offered through Spire Wealth Management, LLC a SEC Registered Investment Advisory firm. Securities offered through Spire Securities, LLC. Member FINRA/SIPC.

Retirement Planning

We are 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.

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.

LEVEL UP YOUR FINANCES TODAY

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

Call Us: 937-374-2002 Book a Consultation