Stepp & Rothwell, Inc.
Financial Services
Overland Park, Kansas 1,703 followers
Fee-Only Financial Planning & Investment Advisory Firm
About us
Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.
- Website
-
http://www.steppandrothwell.com
External link for Stepp & Rothwell, Inc.
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Overland Park, Kansas
- Type
- Privately Held
- Founded
- 1992
- Specialties
- Holistic Financial Planning, Insurance Planning & Risk Management, and Income tax planning & optimization
Locations
-
Primary
Get directions
7300 College Blvd
Overland Park, Kansas 66210, US
Employees at Stepp & Rothwell, Inc.
-
Kathy Stepp
Founder at Stepp & Rothwell, Inc.
-
Bob Pearson
Investment Administrator at Stepp & Rothwell, Inc.
-
Amy Guerich
Are you mature? Organized? Like a fast paced environment? What about helping people? If so, we want to talk to you about joining our team!
-
Daniel Shay
Principal Advisor at Stepp & Rothwell, Inc.