Stephen Ahern (AEP, BBA, CFP®, CPA/PFS, MS, MST)

Planning Specialties

If you’re navigating a complex financial life—whether due to business ownership, multigenerational wealth, estate dynamics, or concentrated equity—Steve brings clarity to high-stakes decisions. As a long-time financial advisor with deep credentials in both financial planning and tax, he works with individuals and families who need a sophisticated, integrated strategy that spans investments, income, estate planning, and tax efficiency. At Sachetta, Steve serves some of the firm’s most financially complex clients while collaborating closely with colleagues to ensure a seamless client experience across asset levels and life stages. His approach is rooted in careful listening, practical wisdom, and a commitment to making sure your financial decisions reflect your goals, values, and legacy. Additional Information: Professionally, Steve has served on the advisory boards of the Massachusetts Society of CPAs, the Financial Planning Association of Massachusetts, and the Bentley University Assurance of Learning Committee, among others. Personally, Steve is a respected community voice in Stoneham, MA, where he has supported youth sports, served on nonprofit boards, including the Friends of Stone Zoo and Zoo New England, contributed to parish finance and advisory councils, and served as treasurer for Stoneham Youth Hockey and Lacrosse. Known for his thoughtful, long-term client relationships, Steve believes that the best advisory work happens when personal connection meets professional insight. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Please visit https://sachetta.com/disclaimer for additional important disclosures.