StephenAhern- Financial Advisor Lynnfield, MA

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About Stephen Ahern

Sachetta, LLC is a full-service wealth and tax advisory firm based in Lynnfield, Massachusetts. We offer comfortable, holistic financial services that support who you are and where you want to be.

Sachetta offers the full spectrum of financial services, including financial planning, portfolio management, insurance, and tax planning & preparation, to individuals, families and businesses in Massachusetts. The benefits of working with us include:

-- We understand the full picture of our clients financial situations, ensuring more comprehensive recommendations. -- Here, your financial planner and your accountant are already working together on your behalf. -- Down-to-earth advisors who listen well and can explain things in easy-to-understand terms. -- Our strong sense of who we are, and our understanding and acceptance of each of our clients.

At Sachetta, we provide you with long-range planning for lifes road ahead.

See Disclosures

General Information

Firm Start Year

1984

No. of Employees

20-49

CRD#

2926249

Firm CRD#

145713

Name of Custodial Firm

Fidelity Investments, Charles Schwab & Company,

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Stephen P. Ahern, CPA/PFS, CFP®, AEP®,MST President, Founding Member Before joining Sachetta, Stephen co-founded and served as President of Wealth Management Advisors, LLC. For over thirty-five years, Stephen has provided individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients. His clients have included key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. As an established personal financial planner, Stephen has delivered numerous presentations on financial, investment, retirement and tax planning to corporations and professional groups. He has also written articles on investment, education and estate planning.

Stephen is a licensed Certified Public Accountant (CPA), a Certified Financial Planner" practitioner (CFP®) and has been designated a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. He has achieved the Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils (NAEPC) and is a Registered Financial Fee-Only Advisor with the National Association of Personal Financial Advisors (NAPFA). He received a Bachelor of Science degree in Business Administration concentrating in Accounting and Computer Science from Providence College, a Master of Science degree in Taxation (MST) from Bentley University and graduate studies in the Program for Financial Planners at Boston University. He was an active participant in The Strategic Coach program where he attended quarterly coaching sessions for personal and professional growth.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPA, AEP^®, PFS^™, MST

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

676,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$676,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets, Flat Fee

Additional Details on Charges

We are Fee-Only. Our fees are discussed upfront with each client.

For each new client we charge our fees based on combination of a fixed fee (which varies on complexity and size of the engagement) plus 0.33% of assets under management. This fee also includes tax planning and preparation for you and your various entities.

Minimum Fee Charged for Managed Accounts

$10,000

Minimum Fee Charged for Hourly Planning Accounts

Education

MS in Taxation -

Bentley College
-

BSBA -

Providence College
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886643/paladinregistry-Sachetta-LLC-detailed-disclosure.html

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Paladin Research Report For:

Stephen Ahern

Sachetta LLC