Stephen Wealth Management Group

About Stephen Wealth Management Group

<p>Founded in 2020, Stephens Consulting, LLC (doing business as Stephen Wealth Management Group) runs its advisory practice from Flint in mid-Michigan, with an additional office in the Tampa Bay area.</p> <p>The firm works with business owners, families, and retirees on wealth management and retirement planning, combining financial planning with investment management. As of 2026, it reports $8.7B in assets under management.</p> <p>For employer-sponsored plans, Stephen Wealth Management Group supports sponsors as a <a href="/plan-advisors">plan advisor</a> and <a href="/retirement-plans">retirement plan provider</a>, including 3(21) and 3(38) fiduciary services. The team also helps with plan design decisions and provides participant advice.</p> <p>What sets the firm apart is its disciplined, long-term investment approach with an emphasis on risk management and aligning portfolios to a client’s goals. The firm has been featured in Barron’s, Forbes, and Financial Times.</p> <ul> <li>3(38) investment manager services</li> <li>3(21) fiduciary investment advice</li> <li>Plan design support</li> <li>Participant advice and education</li> <li>Financial, estate, business, and retirement planning</li> </ul>

Website: https://stephenswmg.com/

Founded: 2020