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
- 24
Education
- Bentley College (MS in Taxation)
- Providence College (BSBA)
- Boston University (Graduate Courses in Fin. Plng)
Certifications and Designations
- CFP®
- CPA
- PFS
- NAPFA-RA
Association Memberships
- Financial Planning Association
- Massachusetts Society of CPAs
- American Institute of CPAs
- Financial Planning Association - Boston chapter
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
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
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
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
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, Tax, Charitable, 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.
Investment Products
- None
Insurance Products
- None
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services
Visit Website - http://www.WMALLC.com
Stephen Ahern
on LinkedIn
Stephen Ahern
on Twitter
259Following
52Followers
17Tweets
Wall Street's Culture of Secrecy is Under Attack! Good!!!
http://t.co/SQ1gkkQn
US Wage Growth is up 1.4% -- More take home Pay!!!
http://t.co/suh9aYOJ
The Long-Term Care Dilemma: Insurers Leaving, Premiums Increasing #LTCI
http://t.co/wQudOo8e
Use Tax time as a basis for Financial planning!
http://t.co/npyrgyIE