Fee-Only financial planner located in Portsmouth, NH, serving clients locally and across the country
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)
Stephanie Griebel 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
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.
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
Stephanie Griebel 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.
Stephanie Griebel 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.
Contact Stephanie Griebel
875 Greenland Rd
50 Salem St
Bldg B #207
Lynnfield, MA 01940
2 Meeting House Rd #3
Chelmsford, MA 01824
102 State Street
Newburyport, MA 01950-6639