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
- 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 Wealth Management Advisors, LLC. He is also a shareholder of the firm Sullivan Bille, P.C., a diverse New England regional Certified Public Accounting firm. Stephen came to the Sullivan Bille Group of companies after several years at 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 31 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.WMALLC.com
NAPFA Start Date
August 28, 2003