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
Products & Services
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
COVID-19 Crisis Creates Silver Lining for Roth IRA Conversions.
By Firm Staff on May 11, 2020
For years, financial and tax advisors have lectured about the wonderfulness of Roth IRAs and why you should convert traditional IRAs into Roth accounts.
Roth IRA versus Traditional IRA: Which Is Better for You?
By Firm Staff on Sep 3, 2019
Roth IRA versus traditional IRA: which is better for you?
New Home Financing Checklist
By Loyd Stegent on Mar 31, 2019
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy.
