Our Firm

Stephenson and Company, Inc. is an independent and fee-only Registered Investment Advisor and Wealth Management firm.  Our mission is to help our clients grow, preserve and protect their wealth by providing comprehensive financial planning and investment management services tailored to their unique set of goals. 

For 27 years, Stephenson and Company has maintained a fiduciary role as our clients' trusted financial partner, allowing us to provide objective advice and focus entirely on their needs.  We receive no compensation besides that paid directly by our clients and as a result are not conflicted by any incentives to sell commission-based products.  At Stephenson and Company, our only incentive is to help our clients succeed.

Our clients look for us to simplify the complexities of wealth and offer solutions that enhance their quality of life.  In doing so we keep you focused on where you want to go and guide you on how best to get there. 

Learn more about the experience and credential of our team or contact us to schedule a free consultation.