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Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a fee-only basis.
Our core values are integrity, honesty, accountability and independence. We hold ourselves to the highest standards of excellence and client service.
Your WMA team incorporates income and estate tax planning, investment optimization, college and retirement analysis and risk management with your goals and objectives to develop a truly effective wealth management plan.
Fee-Only Advice
WMA is a member of the National Association of Personal Financial Advisors (NAPFA) and is dedicated to “fee-only” financial planning.
We are also registered with the Paladin Registry for financial professionals. Our “Five-Star” Rating indicates our client centered, fiduciary approach to financial planning. Paladin provides informative ratings, profiles, and disclosures for outstanding professionals who have the knowledge and skills to help you achieve your most important financial goals (as seen in Kiplingers Magazine).
Stephen P. Ahern was named as one of the 50 Most Experienced Independent Financial Advisors by BusinessWeek Magazine and the Paladin Registry.
Boston 2011 Five Star Wealth Managers
We are pleased to announce that Stephen P. Ahern has been included on the Boston 2011 Five Star Wealth Managers list appearing in the February 2011 edition of Boston Magazine.
We work with you, for you and in your best interest.
- Comprehensive Financial & Wealth Planning
- Investment Advisory Services
- Business Assurance, Tax and Accounting Services (offered by our related firm Sullivan Bille PC)
Your Advisors
- Stephen P. Ahern, CPA/PFS, CFP®, MST, President
- Arthur V. Ford, CPA/PFS, CFP®, MST
- Mark J. Alaimo, CPA/PFS, CFP®, MSFP