iT'S YOUR MONEY
tAKE CONTROL
Our Principles
Clients come first
We are fiduciaries, legally bound to put our client's interests above all else. Sound financial guidance is our only business.
We promise to sell you nothing else.
Simple, transparent pricing
Simple hourly rate. We never charge value-eroding asset fees.
Other advisors charge fees based on Assets Under Management (AUM), a fixed percentage of your assets taken yearly, whether your investments grow or not. Over time, these fees add up, limiting the potential for your investments to compound and reducing the overall value of your portfolio.
Personalized guidance
No two clients are the same. At Stein Financial Advisory, we tailor our support to your needs—whether you’re looking for one-time guidance, periodic coaching, or a full-service partnership. We can work with you or handle it all for you.