Stephen P. Ahern| CFP®, CPA, PFS, AEP®, MST
Wealth Management Advisors, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Boston, MA 02109
Tewksbury, MA 01876
Naples, FL 34102
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Stephen Ahern is a Fee-Only Financial Planner serving clients in New England, South Florida and the greater United States. Wealth Management Advisors, LLC specializes in providing objective financial planning and advice to help clients build, manage, grow, and protect their assets through life's transitions. Stephen Ahern is a NAPFA-Registered Financial Advisor, a Certified Public Accountant with Personal Financial Specialist designation, a CERTIFIED FINANCIAL PLANNER™ Professional and an Accredited Estate Planner®
Wealth Management Advisors, LLC, President and Managing Member
Sullivan Bille, P.C., Shareholder
PricewaterhouseCoopers, Senior Manager - Tax Practice Leader for Corporate Executive Programs & Individual Asset Management Consulting Services for the Northeast
For over thirty years Stephen has provided financial, investment, estate and tax planning and business consulting to a diverse base of clients. Currently, his clients include key top-level executives, high-net-worth families, business owners, venture capitalists and entrepreneurs. Stephen has delivered numerous presentations on financial, investment, retirement and tax planning to corporations and professional groups. He has also written a number of articles on tax, investment, education and estate planning.
Providence College, Bachelor of Science Degree - Business Administration
Accounting & Computer Science
Bentley University, Masters in Taxation
Boston University Program for Financial Planners
Professional Affiliations/Civic Activities (Past and Present):
American Institute of Certified Public Accountants
Personal Financial Planning Division
Massachusetts Society of Certified Public Accountants, Inc.
Personal Financial Planning Committee
Financial Planning Association of Massachusetts
Former Chairman, President and Treasurer
Former Chairman of the Programming Committee
Saint Patrick Parish in Stoneham, MA
Chairman of the Parish Finance Council
School Finance Advisory Council
Capital Campaign Committee
Middlesex Fells Zoological Society
Former President of the Board of Directors
Commonwealth Zoological Corporation
Former Member of the Board of Trustees
Paladin Registry - 5 Star Rated Financial Advisor
National Association of Personal Financial advisors (NAPPA) - registered advisor
MD Preferred Financial Advisor, Registered Provider
Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a fee-only basis.
Our core values are integrity, honesty, accountability and independence. We hold ourselves to the highest standards of excellence and client service.
Your WMA team incorporates income and estate tax planning, investment optimization, college and retirement analysis and risk management with your goals and objectives to develop a truly effective wealth management plan.
WMA is a member of the National Association of Personal Financial Advisors (NAPFA) and is dedicated to “fee-only” financial planning.
We are also registered with the Paladin Registry for financial professionals. Our “Five-Star” Rating indicates our client centered, fiduciary approach to financial planning. Paladin provides informative ratings, profiles, and disclosures for outstanding professionals who have the knowledge and skills to help you achieve your most important financial goals (as seen in Kiplingers Magazine).
Stephen P. Ahern was named as one of the 50 Most Experienced Independent Financial Advisors by BusinessWeek Magazine and the Paladin Registry.
Boston 2011 Five Star Wealth Managers Stephen has been included on the Boston 2011 Five Star Wealth Managers list appearing in the February 2011 edition of Boston Magazine.
At Wealth Management Advisors, LLC we work with you, for you and in your best interest.
- Comprehensive Financial, Tax & Wealth Planning
- Investment Advisory Services
- Business Assurance, Tax and Accounting Services (offered by our related firm Sullivan Bille PC)