Stephen Ahern

CFP®, CPA/PFS, AEP®, MST

Sachetta

President and Founding Member

Stephen Ahern

CFP®, CPA/PFS, AEP®, MST

Sachetta

President and Founding 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

Fee-Only Financial Advisor Based in Lynnfield, MA Serving Clients Locally and Across the Country

Stephen Ahern is a Lynnfield, MA fee-only financial planner. Sachetta is a full-service wealth and tax advisory firm providing comprehensive financial planning, portfolio management, insurance, and tax planning and prep services to help individuals, families, and small business owners 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.

Before joining Sachetta, Stephen Ahern co-founded and served as President of Wealth Management Advisors, LLC. 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.

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.

Sachetta is a full-service wealth and tax advisory firm based in Lynnfield, Massachusetts. We offer comfortable, holistic financial services that support who you are and where you want to be.

Sachetta offers the full spectrum of financial services, including financial planning, portfolio management, insurance, and tax planning & preparation, to individuals, families and businesses in Massachusetts. The benefits of working with us include:

  • We understand the full picture of our clients’ financial situations, ensuring more comprehensive recommendations. Here, your financial planner and your accountant are already working together on your behalf.
  • Down-to-earth advisors who listen well and can explain things in easy-to-understand terms.
  • Our strong sense of who we are, and our understanding and acceptance of each of our clients.

At Sachetta, we provide you with long-range planning for life’s road ahead.

If you would like to learn more about our talented staff of advisors, accountants, bookkeepers, and administrators, click here 

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)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • 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 Market Street
    Suite 684
    Lynnfield, MA 01940

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