Name: Stephens Wealth Management Group
Address: 5206 Gateway Centre, Suite 300 Flint, MI 48507, US
Telephone: 8107327411

Stephens Wealth Management Group is a finance, located at 5206 Gateway Centre, Suite 300 Flint, MI 48507. They can be contacted via phone at 8107327411 or email at [email protected], visit their website stephenswmg.com, Facebook, or LinkedIn profile for more detailed information.

Stephens Wealth Management Group is a comprehensive wealth management firm that provides goal-based financial planning and investment management services to individuals and families. We specialize in working with business owners and executives, snowbirds, and individuals on the glidepath to or in retirement.

Located near Flint, MI, we work closely with clients in Genesee, Livingston, and Oakland Counties. Note, however, that nearly half of our clients live full- or part-time in another state. We work with clients in person and virtually, through phone or online meetings and correspondence.

Our experienced and highly credentialed team prioritizes trust-building, transparency, and a long-term relationship focus. We take the time to understand your unique circumstances and goals when designing and maintaining your financial plan, providing guidance, and offering solutions that drive your success.https://stephenswmg.com/important-disclosure.

Tags : #FinancialPlanner, #WealthPlanner, #CertifiedFinancialPlanner

Location :

5206 Gateway Centre, Suite 300 Flint, MI 48507

Contacts :

Social media :

Added by Stan Seybold, at 21 August 2025

Monday 08:00 AM - 05:00 PM
Tuesday 08:00 AM - 05:00 PM
Wednesday 08:00 AM - 05:00 PM
Thursday 08:00 AM - 05:00 PM
Friday 08:00 AM - 04:00 PM

Our Wealth Advisors
Our financial advisory team revels in using their breadth of experience and ongoing education to tailor their recommendations specifically to your needs.

https://stephenswmg.com/why-us/meet-our-team/.

At Stephens Wealth Management, we are committed to three core principles: tailored guidance, a collaborative approach, and personal attention.

https://stephenswmg.com/why-us/.

Flint, Michigan

Address: 5206 Gateway Centre, Suite 300 Flint, MI 48507

1. What services do you offer as a financial advisor??
We are a comprehensive wealth management firm, which means we can engage in all aspects of your financial life. We start with an understanding of your financial goals, assess your current situation, develop a plan, and implement the plan with you, including:
• Investment Strategy
• Insurance Analysis (Health, Disability, Long-term Care, etc.)
• Tax Planning
• Business Planning
• Investment Management
• Estate Planning Review & Beneficiary Designation
• Retirement Planning
• Budget and Cashflow
2. How can you help me improve my financial situation??
Managing your finances can be complex or difficult. We start with a clear understanding of your financial picture today. What is working? What is not? What are your goals, hopes, and expectations? What assets and liabilities do you currently hold? Once we know where you are starting and where you want to go, we work with you to build a short-, mid-, and sometimes even long-term “get well” plan.
3. How do you charge for your services and what are the fees involved??
We work with clients in a few different ways. Most clients pay a fee for their assets under our management (AUM) to cover the work we do both on the financial planning and investment side. Our fee starts at 1.3% for clients with total assets under management of less than $500,000. We have key breakpoints on our fee schedule at $1M, $5M, $10M and $20M. Note that we bill quarterly and in advance.

Some clients only need help building out a financial plan. We charge $2,500 or more for the development of a custom plan and the client meetings required to ensure everyone is comfortable with and knows how to execute the plan.
4. What is your investment philosophy??
We work with you to control what you can, and to plan around what you cannot. Our philosophy incorporates the following:
• Focus on creating an investment strategy to fit your needs and risk tolerance and monitoring your goals regularly, with revisions as needed;
• Maintain a long-term portfolio management approach, staying disciplined through market dips and swings, and setting aside reserves for short-term needs;
• Identify and review potential blind spots; and
• Manage expenses, turnover, and taxes.
5. What credentials, certifications, or licenses do you hold??
We have two Certified Financial Planners (CFP), one Certified Public Accountant (CPA), two Certified Exit Planning Advisors (CEPA), one Certified Divorce Financial Analyst (CDFA), one Certified Investment Management Analyst (CIMA), two Certified Plan Fiduciary Advisor (CPFA), one Financial Paraplanner Qualified Professional (FPQP), and one Accredited Asset Management Specialist (AAMS), in addition to several business degrees and significant professional experience across the team.