Financial Adviser
For more than thirty-nine years, Stephen has integrated his extensive tax expertise with financial strategies to provide...
We manage assets for individuals and families, providing investment management, and financial planning services.
DeFilippis Financial Group's® Services
Creating customized financial solutions tailored to your goals
When you work with DeFilippis Financial Group® LLC, we’ll always begin with your goals first. Your customized wealth management strategies will consistently be updated as your life changes, and as retirement gets closer. Along with helping you accumulate wealth, we will also help you plan for expenses in retirement, like health care, so you can maintain your desired lifestyle in your golden years. Besides planning for retirement, we know you may have other goals that you’d like to reach during your lifetime. These could include helping your children or grandchildren pay for college, purchasing a vacation home, or starting a business. DeFilippis Financial Group® LLC offers solutions and services to help you with whatever financial goals you may have.
In today’s complex financial landscape, successful wealth management requires more than just investment acumen—it demands a comprehensive understanding of tax strategy. At DeFilippis Financial Group® LLC, we believe that integrating tax knowledge into every facet of wealth management is essential to preserving and growing our clients’ wealth. Our approach ensures that your financial plan is not just optimized for performance, but also for after-tax returns.
Many of our offerings require that we act as a fiduciary. A fiduciary duty is the highest standard of care. It means always acting in our client’s best interest. A financial advisor can help you clarify your goals and help you develop a financial plan. An advisor who is a fiduciary puts your interests first by focusing on your financial well-being.
DeFilippis Financial Group’s® Managed Assets
Founded in 1987, we currently manage client assets in twenty-one states.
