# Stephen Wealth Management Group
Source: https://planprovider.pro/provider/stephens-consulting-llc

> Founded in 2020, Stephens Consulting, LLC (doing business as Stephen Wealth Management Group) runs its advisory practice from Flint in mid-Michigan, with an…

Retirement Plan Advisor

Flint, MI

## 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/](https://stephenswmg.com/)

Founded: 2020

## Office Locations

- Flint, MI (Headquarters)

- Tampa, FL

## Accreditations & Certifications

- RIA

## Services Offered

- 3(38) Investment Manager

- Plan Design Consulting

- Participant Investment Advice

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $8.7B

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