Stephen A. Curley

Stephen A. Curley

| CFA, CFP®, MBA

WaterOak Advisors

(407) 567-2956

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Fee-Only Investment Advisor serving Orlando, FL area and the SE U.S. with approximately $1.7 billion in assets under management.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Portfolio Stress Test
  • Estate Planning
  • Insurance Analysis
  • Objective Financial Advice
  • 401(k) and IRAs

Website

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145 Lincoln Avenue
Suite A (Headquarters)
Winter Park, FL 32789

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Investment Philosophy: We afford individual investors access to investment strategies similar to the largest endowments, foundations & pensions in the country.

Barron's Top 100 Advisor*: 2017

•Offer gratis second opinion / portfolio review service

 

Steve Curley serves as the firm’s Chief Investment Officer (CIO) and is a Principal within the firm. His duties include providing leadership and direction to WaterOak Advisors. Steve specializes in investment management while providing guidance to select private wealth clients. As CIO, Steve chairs the firm’s Investment Committee and is responsible for all of the firm’s investment strategies.  Steve is the lead Fund Manager for the WOA All Asset Mutual Fund.

Prior to WaterOak, Steve served as a Portfolio Manager at CNLBancshares.

Steve was born and raised in Central Florida where he currently resides with his wife and two children. Steve serves as a board member of the CFA Society of Orlando.

His educational background consists of a MBA from University of Central Florida and a B.A. in Finance from University of North Florida. Steve holds the Series 65 license, is a CFA® Charterholder (CFA), CERTIFIED FINANCIAL PLANNER™ professional (or CFP® professional) and is a NAPFA-Registered Financial Advisor.

WaterOak Advisors has been named Barron's Top 100 Independent Advisor:  2017

 

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Since the firm's inception in 1997, Water Oak Advisors has delivered independent and objective advice implemented with institutional caliber investment solutions. Our belief was that the only way to truly be objective was to have a firm that is completely Fee-Only. As well, our investment strategies are designed in the same fashion as many of the country's largest endowments, foundations and pension plans. Our team of trusted financial advisors provide investment management to a select group of high net-worth clients, including:

Top 100 Independent Advisor (2017)

Since we are a Fee-Only firm, we do not participate in any of the following fee or investment arrangements:

We do not sell insurance or annuities

We do not participate in soft or hard dollar arrangements

We do not participate in revenue share in any of the investments we use

*Barron’s “Top 100 Independent Advisors” is based on the quality of the advisors practices, including client retention and compliance record, contribution to the firms profitability, and the volume of assets overseen by the advisors and their teams.

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