“Leading a Family, Leaving a Legacy”
Download our special report that focuses on alleviating the most pressing issues facing family business owners today—the ones keeping you up at night.
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Private Wealth Management
EST. 1995
Stephan Independent Advisory help successful family business owners and self-funded retirees preserve, protect, and transfer their wealth, while ensuring that their family’s legacy is preserved.
Heritage
As a second-generation family business, we understand better than most the need for independent strategic support. So when you work with us, you get more than just financial and investment advice.
Who we work with
As a boutique financial advice firm we choose who we work with carefully. We make sure we’re able to assist you in achieving outcomes that satisfy your long-term financial and personal goals before entering into a relationship, to ensure we’re the right fit for you for a long-term partnership. Read more……….
Trusted family counsel
With Stephan Independent Advisory you get a trusted family counsel who provides you with objective wealth management advice. As a truly independent firm we put your needs first, serving as a facilitator and custodian of your goals and financial objectives. Read more…..