info@stephanwealth.com |   937-374-2002

Wealth Management is what we do best, you're busy enough with the rest

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 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.

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.

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. 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.

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. Learn more.

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. Learn more.

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 Learn more.

Estate Planning Strategies

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

Loan numbers you hate? Let us calculate!

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 Now! 937-374-2002

LET US HELP YOU GROW YOUR FINANCIAL PORTFOLIO