A complete list of active advisors currently associated with Stenger Family Office, LLC

Warmer can help you find a great advisor at Stenger Family Office, LLC or one who fits your needs even better.

Stenger Family Office serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and business entities, providing financial planning, investment management, wealth management and family office services. The brochure also describes standalone consulting and a subscription content service (Stenger+) alongside discretionary and non‑discretionary portfolio management. The firm tailors portfolios using mutual funds, ETFs, individual equities and selected independent managers, applying macroeconomic outlooks and factor analysis with a bias toward U.S. large- and mid‑cap equities and short‑term, high‑quality Treasury exposure in fixed income; portfolios are rebalanced at least annually and the firm uses tax‑loss harvesting to limit client‑level capital gains. As of April 2026 SFO reported approximately $686.2 million in assets under management, the large majority of which is managed on a discretionary basis. A distinctive feature is the firm’s affiliation with a related certified public accounting firm, Stenger Tax Advisory LLC, and overlap of principals between the two entities, with accounting services provided under separate agreements and disclosed conflicts of interest. SFO’s product lineup and service tiers—including a Family Office package that bundles coordinated tax preparation and estate planning credits, a low‑minimum GoldDesk option, and recently added pension consulting—reflect an integration of investment, tax and estate services that is less common among peers.

To learn more about the advisors currently working at Stenger Family Office, LLC, 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.