Services Offered
Comprehensive Financial Planning
Personalized analysis and strategy development for retirement, investments, taxes, and estate planning.
Investment Advisory Services
Guidance on portfolio management, asset allocation, and investment selection tailored to your goals.
Retirement Planning
Strategies to secure your financial future, including 401(k), IRA, and pension optimization.
Financial Education and Coaching
Client-focused education to help you understand and actively manage your financial decisions.
Ongoing Plan Review and Support
Regular check-ins and adjustments to ensure your plan stays aligned with life changes and market conditions.
Reviews
4.2(5 reviews)
Rating Distribution
5
4
4
0
3
0
2
0
1
1
D
David Braun
via Google
5 months ago
M
Mark Archambaultvia Google
about 1 year ago
Stephan and the team are exceptional and cost-effective. They really help educate clients, develop high-quality plans, and provide wonderful service. Highly recommended not only for the service, but as a business to emulate.
B
Billy Sullivanvia Google
over 1 year ago
L
Leslie Mockvia Google
over 2 years ago
We have worked with several advisors over the years and wanted to work with a firm that had critical expertise but also allowed us to play a bigger role in managing things ourselves. We also wanted someone we could work with long term. We started working with Stephan and could not be more pleased. The depth of analysis and advise was beyond what we've paid a lot more for. Stephan is also very responsive and very pleasant to work with. We now have a very solid plan and feel we have someone who has covered all the bases for us and is there if we need anything. He and his team's credentials are impeccable. The mix of very comprehensive planning with guidance to implement the plan (and review as needed) is a difficult combination to find. Everyone should invest in a partnership like this. It gives you a clear path in planning your future which eliminates the guessing, stress and worry that often comes with this critical process.
M
Matt Trianavia Google
almost 3 years ago
I recently began working with Mark Johnson and the team at Scholar Financial Advising and couldn't be happier. Mark has made the entire process so easy and enjoyable and he has been a joy to work with. I would highly recommend Mark and the team at Scholar Financial Advising for your personal finance needs.
