Stephen P. Ahern, CFP<sup>®</sup>

Stephen P. Ahern, CFP^®

CPA/PFS, AEP®

Stephen P. Ahern, CFP<sup>®</sup> - Financial Advisor

Stephen P. Ahern, CFP^®

CPA/PFS, AEP^®

President and Managing Member

Wealth Management Advisors, LLC

600 Market St
Lynnfield, MA 01940-4000

FINANCIAL ADVISOR'S WEBSITE

www.sachetta.com

(877) 448-3400

+1 More Number

(978) 970-3400

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fiduciary Advisor

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Stephen Ahern is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Management Advisors, LLC in Lynnfield, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Other - MS-Taxation

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Irregular Income, Getting Married, Real Estate, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fiduciary Advisor

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

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