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Our Services

Someone is sitting in the shade today because someone planted a tree a long time ago.
-Warren Buffet

Stephenson and Company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your current and future financial condition.

Anyone who has taken a thorough look at the major areas of his or her financial life needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our firm can help you reach your goals beginning with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and allows us to provide you with detailed, interactive recommendations.

Financial Planning Services

By using a six step process our firm creates a unique and comprehensive financial plan which includes, financial statement preparation and analysis; income tax planning; education funding; retirement planning; estate planning; and investment planning.

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Investment Management

We have a firm conviction in how we invest. Our investment philosophy is driven by a strategic and goals-based approach, connecting our experience and in-depth knowledge of market behavior with your personal goals and objectives in life. As independent investment advisors and fiduciaries, we aim to provide quality investment advice that is unbiased and in our clients’ best interest. The result of which is a well-diversified investment portfolio constructed with low-cost and tax efficient funds designed to meet your objectives.

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