We are SEC-registered investment advisors dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come.

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With over 90% of our clients coming from client referrals, we have created a culture of trust and confidence.

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"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein

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Products & Services

Asset Management

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.

Financial Planning

The financial planning process at Stegent Equity Advisors, Inc. begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live 30 or more years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years. Longer life spans have created a number of new issues that need to be taken into consideration when planning for retirement.

Our Team


The Easiest Investment System Ever

By Loyd Stegent on Mar 12, 2018

The stock market has had a bumpy ride the first few months of 2018. If the ups and downs have left you feeling uneasy, you are not alone. It is a natural reaction to feel confident when the market is up and ready to run for the hills when it is down. However, more times than not, our emotions can betray us when it comes to investing, leading us to sell low and buying high; the exact opposite of what an investor has been taught to do. The good news is you can use these conflicting feelings to work for you by flipping the script and acting in the opposite manor that you are inclined to. Now this is no easy task. Even the most successful investors fall prey to their emotions at some point.

Let’s break this down. Jeff Clark, author of Jeff Clark’s Market Minute, provides a great example in his post titled, “The Easiest Investment System Ever." In his article he talks about the time he went to visit a friend in the hospital. During his visit his attention was drawn to the Pain Scale Chart on the wall. (See Image Below)



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Financial Planning for Newlyweds

By Loyd Stegent on Jan 31, 2018

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances. Let’s be straight, financial talks should be had well before the ring, but did you know that “68 percent of engaged couples surveyed held a negative attitude about discussing money with their fiancé.1

That’s a staggering percentage of couples who are afraid to have ‘the talk’. Below are a few tips and areas to consider if you’re in a serious relationship, newly engaged or if you’ve tied the knot!

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Retirement Savings and Tax Changes

By Loyd Stegent on Jan 12, 2018

According to a Wall Street Journal Article by Brian Hershberg:

Benjamin H. Harris, a visiting associate professor at Northwestern University’s Kellogg School of Management, explains that of all the uncertainties faced by retirement savers, taxes are perhaps the most underappreciated and difficult to plan for.

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