Stephen Ahern

CFP®, CPA, PFS, AEP®, MST

Wealth Management Advisors, LLC

Financial Advisor

Stephen Ahern

CFP®, CPA, PFS, AEP®, MST

Wealth Management Advisors, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Stephen Ahern, CFP®, CPA, PFS, AEP®, MST

Fee-Only Financial Advisor With offices in Tewksbury and Boston, MA as well as Naples FL. Serving Clients in New England, South Florida and the greater United States

Stephen Ahern is a Boston, MA fee-only financial planner. Wealth Management Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Stephen Ahern is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Experience:
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.

Education/Certifications:
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
    Former Chairman
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

Stephen Ahern 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

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.

 

Fee-Only Advice

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)

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Stephen Ahern

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Office Locations:

  • 225 Franklin Street
    Boston, MA 02109
  • 600 Clark Road, 4th Floor
    Tewksbury, MA 01876
  • 780 Fifth Avenue South, Suite 200
    Naples, FL 34102

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