Stephen Ahern, CFP®, CPA, PFS
Tewksbury, Massachusetts, 01876
Member Since 2004
We help our clients achieve their life goals through the proper management of their financial resources. We work with them to design and implement specific financial plans. We utilize a comprehensive approach to financial advice and our investment advice is based on modern portfolio theory. We assist our clients\' in their progress toward their objectives by providing overall analysis, design, implementation and monitoring of their wealth and their plan.
My Location
Background Information
Years of Financial Experience
- 19
Education
- Bentley College (MS in Taxation)
- Providence College (BSBA)
- Boston University (Graduate Courses in Fin. Plng)
Certifications and Designations
- CFP®
- CPA
- PFS
- NAPFA-RA
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity Investments
- Charles Schwab & Company
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 117764
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Wealth Management Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Massachusetts
- New Hampshire
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Succession Planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Overall management and monitoring of our client\'s net worth.
Visit Website - http://www.WMALLC.com
