Spring, TX Office

Stenger Family Office (SFO) serves individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, corporations and other business entities, managing approximately $735 million for a broad client base. The firm offers financial planning and consulting, discretionary and non‑discretionary portfolio management, wealth and family office services, a subscription content service (Stenger+), and pension consulting.

SFO tailors client portfolios using mutual funds, ETFs, individual securities and selected independent managers, employing factor analysis, fundamental security analysis and periodic rebalancing overseen by an investment committee. The firm segments its client relationships into tiers — Wealth Management, Family Office, Investment Management and a low‑minimum GoldDesk option — with ongoing monitoring, annual reviews and access to tax and estate planning for higher‑service clients.

What distinguishes SFO from many peers is its disclosed affiliation with a related certified public accounting firm (Stenger Tax Advisory LLC), including ownership overlap that the brochure identifies as a potential conflict of interest when accounting services are recommended. The brochure also highlights several atypical features for a team‑sized adviser: a paid consumer subscription offering included for many managed accounts, an explicit disclosure of third‑party ratings, and a formal pension consulting service alongside coordinated tax and estate planning for family office clients.