A complete list of active advisors currently associated with Richard A. Stebbins CPA CFP CMFC

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Richard A. Stebbins CPA, CFP, CMFC provides discretionary investment management to individual clients and trusts, managing about $12.3 million across 20 client accounts. The firm also offers separate tax-planning and review work and limited-scope hourly planning, but does not provide comprehensive financial planning or sign clients’ tax returns. Portfolios are constructed with a focus on income and indexed equity exposure, using preferred stocks, closed-end funds, master limited partnerships, index ETFs and occasional covered-call option writing, with asset allocation set according to each client’s stated objectives and drawdown tolerance. All trading is conducted through Charles Schwab, with block executions and routine use of limit orders; the advisor reviews and allocates trades and exercises discretionary authority for account management. The firm is a one-advisor practice led by a CFP with a CPA background who indicates he is not an active licensed public accountant, and it maintains a deliberately small and selective client roster — the advisor is not accepting new clients except relatives of current clients. Clients should note the firm forwards proxy materials rather than voting securities on their behalf and does not produce separate performance reports, relying instead on custodian statements for account records.

To learn more about the advisors currently working at Richard A. Stebbins CPA CFP CMFC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.