MD, CFA, CFP®, MBA
TCI Wealth Advisors, Inc.
Fee-Only Financial Planner partnering with clients on their journey toward financial clarity, prosperity, and overall well-being.
John Stephens, MD, CFA, CFP®, MBA, a shareholder at TCI Wealth Advisors, focuses on helping clients simplify their financial lives by serving as their consultative advisor. John uses the same academic approach he used while practicing primary care medicine in his daily conversations with his patients. He specializes in helping medical doctors and senior level executives build and maintain wealth, independent from their businesses . For the past five years, John has been named in Medical Economics magazine’s list of the country’s 150 best financial advisors for doctors.
John, his wife and five children live in Tucson. He serves on the TCI Board of Directors, Board of Children’s Clinics for Rehabilitative Services and La Posada Continuing Care Retirement Community. John is active in the local Financial Planning Association (FPA), Chartered Financial Analyst, and National Association of Personal Financial Advisors (NAPFA) chapters, Southern Arizona Estate Planning Council and ZAG Founders. He is also involved with community youth sports and children’s health-care advocacy organizations. John is a sports enthusiast and enjoys horseback riding, cycling, golf and physical fitness. He remains a loyal University of Arizona and Stanford supporter.
John Stephens is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
TCI Wealth Advisors, Inc. is an independent, fee-only wealth advisory firm with an uncompromising commitment to the happiness of clients and staff. We act in a fiduciary capacity, rendering wealth advisory, investment management, and financial planning services. The company was founded with the mission of putting clients’ interests first by specifically striving to simplify their lives via trusted, respectful, honest, and open communication. With offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, Santa Fe, Denver, and Santa Monica and over $2 billion assets under management, TCI is one of the largest independent, registered investment advisory firms in the West. To learn more about TCI, visit www.tciwealth.com.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
John Stephens is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
John Stephens is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
John Stephens is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
John Stephens is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
TCI Wealth Advisors, Inc. has access to Dimensional Funds
The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.
Contact John Stephens
1228 15th St.
Denver, CO 80202
6929 Greenway Parkway
Scottsdale, AZ 85255
4757 Caughlin Parkway
Reno, NV 89519
150 W. Dale
Flagstaff, AZ 86001
4011 East Sunrise Drive
Tucson, AZ 85718
100 Wilshire Blvd.
Santa Monica, CA 90401