Charles Stephen And Co., Inc.

About Charles Stephen And Co., Inc.

<p>Founded in 1984, Charles Stephen and Co., Inc. brings retirement plan fiduciary work to employers across the Albuquerque area and throughout New Mexico. The firm, also known as Charles Stephen Financial Advisors, has a 30-person team based at its Albuquerque headquarters.</p> <p>For workplace plans, the firm works as a <a href="/plan-advisors">plan advisor</a> with hands-on support for plan design, participant advice, and ongoing compliance needs. Sponsors can also hire Charles Stephen in a fiduciary role, including 3(21) investment advice and 3(38) investment manager services.</p> <p>Beyond retirement plans, the firm supports individuals, families, and business owners with financial planning that may include wealth-building goals, estate planning, business succession planning, and guidance around major life events such as marriage, divorce, and elder care.</p> <p>One point that sets the firm apart is its mix of plan-level fiduciary services and participant-level advice under one roof, which helps sponsors align plan decisions with day-to-day employee education.</p> <ul> <li>Retirement plan design for employer-sponsored plans</li> <li>Participant advice and retirement readiness support</li> <li>3(21) fiduciary investment advice</li> <li>3(38) investment manager services</li> <li>Compliance support for ongoing plan administration</li> </ul>

Website: https://charlesstephen.com/

Founded: 1984

Employees: 30