Stephanie Griebel| CFP®
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Bldg B #207
Lynnfield, MA 01940
Chelmsford, MA 01824
Newburyport, MA 01950-6639
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Stephanie’s greatest joy in life comes from connecting with people and that shines through in her work as a financial advisor. With nearly 20 years of financial industry experience, she brings strong institutional and personal wealth management skills to her financial planning advice.
Stephanie is a Certified Financial PlannerTM practitioner. Over the last 9 years, she has had the unique opportunity to help build two successful financial advisory firms (KPF Global Investment Strategies and Artemis Financial Advisors) and as such, enjoys wearing many hats. She attended Northeastern University for her undergrad and got her start on the foreign exchange trading desk with State Street Bank. She also held positions at State Street Associates and Wellington Management before transitioning to the personal side of finance.
Stephanie is a trained Money Harmony coach and when needed, employs techniques to help clients tune-in to the more touchy-feely aspects of their relationship with money. She assisted with the creation of Wealth of Wisdom (WOW), a non-profit organization designed to educate and empower individuals to live their best financial life, and continues to spread the mission of WOW.
Stephanie is the loving mother of two young, boisterous boys and wife to Ian. In her free time, you’ll find her on a yoga mat, out in the garden, behind a camera, or experimenting in the kitchen.
- Northeastern University (BS Business Administration, Finance & Int’l Business)
- Boston University, Certificate in Financial Planning
- Member of the Financial Planning Association (FPA)
- Certificate of Professional Photography (Boston University CDIA)
Experienced and objective financial planning and investment advice
Our fee-only approach is different from fee-based approaches where advisors charge a fee AND sell products for a commission. Unlike most other financial planning firms, we’re compensated solely by our clients. The result? You get financial strategies that serve your best interests. There’s no outside financial incentive compelling us to do otherwise.
Consistent Client Service Leads to Satisfied Clients
A good measure of client satisfaction is client retention, and is something we focus our efforts on, and are very proud of.
Driven by client retention and new referrals, we’ve become the largest NAPFA-registered fee-only financial planning firm between Boston and southeastern New Hampshire. Indeed, for every year beginning in 2010, Financial Advisor Magazine has included Resolute Financial in its national ranking of leading financial firms.
Existing clients are the source of approximately half of our new referrals. Many other professionals (such as attorneys and accountants) also refer clients to us. Our clients and peers recognize our expertise and the importance of fee-only fiduciary relationships.
Have confidence during market ups and downs, while working with our experienced financial advisors
During the recent financial crisis, many people abandoned their investment plans and lived in confusion and fear. There is a better way. We work with each client to identify goals and keep them in focus in all market situations. Successful investing is a long-term process, and our professional fee-only financial planners can help you manage emotional reactions to volatile markets.
What’s more, we explain our strategies and investments so you can see how all elements of your plan work together. Feel secure in your financial present and future. Let us focus on your finances so you can focus on the rest of your life.
Our CFP® practitioners stay up-to-date on the latest in financial planning
Resolute Financial is a partnership of seasoned financial planners. CERTIFIED FINANCIAL PLANNER™ professionals are required to complete continuing education hours to maintain their certification, covering topics such as investments, retirement strategies, tax & estate planning, and ethics. Resolute’s advisors are often invited to speak as subject matter experts at National Association of Personal Financial Advisors conferences. Become a Resolute Financial client and benefit from our education, experience and expertise.