Stein Financial LLC
Stein Financial LLC · Miramar Beach, Florida
Is this you, Bennett?
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About
Fee-Only Fiduciary specializing in bespoke asset management, wealth management, long-term tax planning, and business valuation. Our clients include individuals, families, trusts, businesses, and nonprofits.
My firm actively manages the client portfolios according to our own style of value investing. We emphasize risk management, while trying to identify quality companies at an attractive price. I use my background and accounting and business valuation to better execute the firm’s investment strategy.
We don’t sell products. We don’t take commissions. We offer our services as a fiduciary, sitting on your side of the table.
My practice also offers retirement planning, tax planning, and compliance, as well as business valuation services.
Who they serve
- High earners
- HENRY (high earner, not rich yet)
- Ultra high net worth
- Founders
- Executives
- Pre-retirees
- Retirees
- Early-career professionals
- Multi-generational families
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- Estate Planning
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Investment Management
- Liquidity & Exit Planning
- Life Transition Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Stock Option Planning
- Tax Strategy
- Trust Services
Structured record
| Name | Stein Financial LLC |
|---|---|
| Firm | Stein Financial LLC |
| Location | Miramar Beach, Florida |
| Fee model | Percentage of Assets (AUM) |
| AUM | Under $25M |
| Founded | 2022 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP · CPA |
| Designations | CFP (Certified Financial Planner) · CPA (Certified Public Accountant) · Series 65 |
| Investment approach | Active management |
| Website | www.steinfinancial.net |
| https://www.linkedin.com/in/bennett-stein-cpa-abv-cfp%C2%AE-22a076110/ |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation