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.
"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein
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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 est...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....Our Team
Blog
NUA Choice: A Tax Strategy to Consider If You Own Company Stock
By Firm Staff on Sep 16, 2021
Do you own any of your employer’s company stock inside your employer’s 401(k), ESOP, profit sharing plan, or other retirement plan? Has it gone up in value since you got it? If so, you should start thinking about what to do with the stock when you retire or leave your employer. Your decision can have big tax consequences.
Do You Know What Demonstrated Interest Is?
By Chuck Bates, CCFC on Sep 14, 2021
Demonstrated Interest is a school's judgment on a student's interest in attending their college.
Uncommon Questions To Ask In Your College Search Process
By Chuck Bates, CCFC on Sep 8, 2021
We all want to find the perfect “Unicorn” school. The best of academic, social, and financial fit. As you are evaluating colleges, here are some questions you might consider asking.
