Stephen Ahern

CFP®, CPA/PFS, AEP®, MST

Wealth Management Advisors, LLC

President and Managing Member

Stephen Ahern

CFP®, CPA/PFS, AEP®, MST

Wealth Management Advisors, LLC

President and Managing Member

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

877-448-3400 ext. 260

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 financial planning, investment advice, and tax minimization strategies 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.

Stephen Ahern co-founded and was named President of Wealth Management Advisors, LLC on May 1, 2000. He is also a shareholder of the firm Sullivan Bille, P.C., a diverse New England regional Certified Public Accounting firm. Stephen came to the Sullivan Bille Group of companies after several years at a “big five” international accounting firm where he served as leader of Corporate Executive Programs and Individual Asset Management Consulting Services for the Northeastern United States.

For over thirty-five years, Stephen has provided individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients. His clients have included key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. As an established personal financial planner, Stephen has delivered numerous presentations on financial, investment, retirement and tax planning to corporations and professional groups. He has also written articles on investment, education and estate planning.

Stephen is a licensed Certified Public Accountant (CPA), a Certified Financial Planner™ practitioner (CFP®) and has been designated a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. He has achieved the Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils (NAEPC) and is a Registered Financial “Fee-Only” Advisor with the National Association of Personal Financial Advisors (NAPFA).  He received a Bachelor of Science degree in Business Administration concentrating in Accounting and Computer Science from Providence College, a Master of Science degree in Taxation (MST) from Bentley University and graduate studies in the Program for Financial Planners at Boston University. He was an active participant in “The Strategic Coach” program where he attended quarterly coaching sessions for personal and professional growth.

He was awarded the prestigious Five-Star award from Paladin Registry and has maintained that rating since 2003. He has been through the Investor Watchdog “Financial Advisor Due Diligence” (“FADD”) process that validates and certifies his background, professional certifications, and experience. He was named by Business Week Magazine as one of the top 50 most experienced financial advisors in the United States, among Boston Magazine’s Five-Star Wealth Managers, Medical Economics‘ Best Financial Advisors for Doctors and Dental Practice Report’s Best Financial Advisors for Dentists.

Stephen has served his profession in various capacities such as Chairman of the Massachusetts Society of Certified Public Accountants (MSCPA) Personal Financial Planning Committee; and Treasurer, President and Chairman of the Board of Directors for the Financial Planning Association of Massachusetts. He is an active member of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division and the Financial Planning Association (FPA) (a national professional organization of Certified Financial Planners). Stephen served academia for Bentley University on the Advisory Committee for Tax and Financial Planning where he also served on the Assurance of Learning Initiative Council for the University accreditation.

Stephen has served the community of Stoneham, MA for over twenty-five years.  He served as Chairman of the Parish Finance Advisory Council and member of the School Finance Council at Saint Patrick Parish.  He was active as Treasurer of the Stoneham Youth Hockey Organization, coaching soccer and supported Stoneham Youth Soccer.  He also served as President of the Board of Directors of the Middlesex Fells Zoological Society (Friends of Stone Zoo) and as a member of the Board of Trustees of the Commonwealth Zoological Corporation (Zoo New England) representing Stone Zoo.

Stephen lives in Stoneham, MA and Naples, FL with his wife Janet and has three grown children.  In his spare time he loves to travel internationally, spend time by or on the sea in Cape Cod and Florida.  He is an avid golfer, runner, and skier.

Stephen Ahern is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a 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

  • National Association of Personal Financial Advisors (NAPFA)
    Stephen Ahern is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Stephen Ahern 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.

  • Financial Planning Association
    Stephen Ahern 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.

  • CPA - Certified Public Accountant
    Stephen Ahern is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • CPA/PFS - Personal Financial Specialist
    Stephen Ahern is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • AEP - Accredited Estate Planner
    Stephen Ahern is an Accredited Estate Planner® (AEP®)

    Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

Contact Stephen Ahern

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Office Locations:

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

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