Stephan & Associates Wealth Management

Investment - Financial Planning

Location Information

Brian L. Stephan, CFP®
Tobia J. Stinson

354 N. Detroit Street
Xenia, OH 45385

Phone: (937) 374-2002

Company Description

Have you ever wondered who your financial advisor really works for, you or the firm? Building a relationship of trust means placing your interests first, that’s what we do every day, and have done so for over 20 years. These are uncertain times to say the least, and that is why proper retirement planning, tailored to your specific goals and objectives has never been more important. At Wichman, Newell & Stephan Professional Investment Planning Group, you can sit down face to face with Brian L. Stephan, CFP® and Tobia J. Stinson to discuss your current plan and investments. At Wichman, Newell & Stephan, our mission is to listen to you and work with you as a team, to help you work toward your retirement goals of income and independence. Wichman, Newell & Stephan Professional Investment Planning Group is located at 354 North Detroit Street, Xenia, OH, 45385. 937-374-2002. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the state of AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, NC, ND, OH, OK, OR, PA, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Return on Investment... It Pays To Belong

When a business invests in the Xenia Area Chamber, it forms a partnership with over 400 other investors that leverage time, money, and other assets to create stronger individual businesses and a stronger community.