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.

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Blog

How to Earn “Interest” On Your Cryptocurrency

By Audrey Petrash on Nov 2, 2020

cryptocurrency, staking rewards, Finance
The aphorism “time is money,” made popular by Benjamin Franklin, can be interpreted in many ways. We can apply it to the concept of earning interest on physical currency. And we can also apply it to the notion of staking a cryptocurrency. While this may deviate from Franklin’s original intentions, it is a fitting adage for the scope of this article.
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