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 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

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This Office

225 Franklin St Fl 26 Boston, MA 02110-2853 Phone: (617) 742-3994 Fax: (978) 970-3260

Other Offices

600 Clark Road 4th Floor Tewksbury, MA 01876-1698 Phone: (978) 970-2900 X 260 Fax: (978) 970-3260