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

Stephen Ahern focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Tax Planning

Planning Specialties

Stephen co-founded and was named President of Sachetta, LLC. He merged the Wealth Management Advisors firm, that he co-founded in 2000, into Sachetta, LLC. Stephen came to the Sachetta team after 21 years years at a regional CPA firm and his Wealth Management Advisors Firm. Previously Stephen was part of a “big four” international accounting firm where he served as leader of Corporate Executive Programs and Individual Asset Management Consulting Services for the Northeastern United States.

For over 35 years, Stephen has provided individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients. Currently, his clients include key top-level executives, high-net-worth individuals, business owners, venture capitalists and entrepreneurs. As an established personal financial planner, Stephen has delivered numerous presentations on financial, investment, retirement and tax planning to corporations and professional groups. He has also written a number of articles on investment, education and estate planning.

Additional Information

See our website at www.SACHETTA.com

NAPFA Start Date

August 28, 2003

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit