Who We Are

Stephen P. King CFP®

Vice President

In 1997, Steve graduated Magna Cum Laude from Wabash College with a double major in Economics and French. After working a year in Paris and several years in corporate finance, Steve began a career in financial planning in 2000. He earned the right to use the CFP® mark in 2004 and is a member of the Cincinnati Chapter of the Financial Planning Association.

Steve is married with two sons and a daughter. When not spending time with his family, Steve teaches courses in the CFP® curriculum, organizes international exchange students for the Rotary Club of Cincinnati, and enjoys singing with his barbershop quartet.

Rotary Service, International Youth Exchange



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000