About O’KEEFE STEVENS ADVISORY, INC.
O’KEEFE STEVENS ADVISORY, INC. is a financial advisory firm that provides expert guidance to its clients in managing their finances and achieving their financial goals. With a team of seasoned financial advisors, they offer a variety of services to individuals, businesses, and institutions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a comprehensive suite of financial solutions
- Fosters long-term relationships with clients to ensure their financial success
- Uses a disciplined approach to achieve financial goals
Facts and Insights
O’KEEFE STEVENS ADVISORY, INC. has a proven track record of helping clients achieve their financial goals. Through their personalized approach and expertise in the financial industry, they have helped numerous clients navigate the complex world of finance and achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 20 years |
Financial Services Offered
- Financial Planning
- Investment Management
- Tax Planning and Strategies
- Estate Planning
- Retirement Planning
- Risk Management
Client Types
O’KEEFE STEVENS ADVISORY, INC. serves a diverse range of clients, including:
- Individuals
- Families
- Small and Medium-sized Businesses
- High Net Worth Individuals
- Institutions
Fees & Compensation
O’KEEFE STEVENS ADVISORY, INC. follows a fee-only structure, which means they are compensated solely through fees paid by their clients. This ensures that their advice is always unbiased and in the best interest of their clients. The firm also operates on a transparent fee structure, clearly outlining all fees and charges.
Background
O’KEEFE STEVENS ADVISORY, INC. was founded in 2000 by John O’Keefe and Mark Stevens, two experienced financial advisors with a shared passion for helping individuals and businesses achieve financial success. With their combined expertise and a team of seasoned advisors, the firm has grown to become a trusted and reputable name in the financial industry.
Financial Advisor Disclosures to Know
O’KEEFE STEVENS ADVISORY, INC. works with integrity and upholds high ethical standards in all their dealings. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest and disciplinary actions. Clients can find this information on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.