Welcome to Charles Stephen & Company, Inc.

Since 1983, Charles Stephen and Company, Inc. has served successful businesses and affluent families and individuals with superior financial and advisory services. Our services include:

• Planning for retirement, retirement income and long-term care
• Business Exit & Succession
• Asset Allocation & Management

Using our exclusive Strategic Blueprint Formula™, we create a unique financial process for each client. This process focuses on the major events in our client’s financial life and, with equal emphasis, on the transitional points between these events. The result is a seamless, organic approach that supports the client’s personal and business goals even as they change.

Read more about the Strategic Blueprint Formula™ for retirees, business owners and professionals.

We also provide access to the highest-quality investment management resources through our relationship with National Financial Partners, a leading independent national financial services company. Using these resources, we facilitate the complex corporate, business, and personal financial decisions our clients must make.

Charles Stephen and Company, Inc. is an advocate for the client. Our sole motivation is to provide them with the best service and advice available.

Download your complimentary Strategic Blueprints Scorecard

Click Here