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...

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....

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Blog

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.

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