What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 4pm

Stephens Wealth Management Group

Home
United States
Flint, MI
Stephens Wealth Management Group

We specialize in working with business owners and executives, snowbirds, and individuals on the glidepath to or in retirement.

Stephens Wealth Management Group is a comprehensive wealth management firm that provides goal-based financial planning and investment management services to individuals and families. Located near Flint, MI, we work closely with clients in Genesee, Livingston, and Oakland Counties. Note, however, that nearly half of our clients live full- or part-time in another state. We work with clients in perso

n and virtually, through phone or online meetings and correspondence. Our experienced and highly credentialed team prioritizes trust-building, transparency, and a long-term relationship focus. We take the time to understand your unique circumstances and goals when designing and maintaining your financial plan, providing guidance, and offering solutions that drive your success.

--------------------------------------------------
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer.

02/02/2026

We are excited to share the news that we have joined Beacon Pointe Advisors! For future news and updates from our team, please follow Beacon Pointe Advisors.

12/31/2025

As 2025 comes to a close, we’re feeling grateful.

Grateful for the trust you place in us.
Grateful for the meaningful conversations and long-term relationships.
And grateful to help bring peace of mind through thoughtful financial planning.

Here’s to a new year filled with purpose, progress, and prosperity.

12/29/2025

Team Spotlight: Sherri Stephens, President & CEO 🌟

We recently sat down with Sherri to reflect on her journey, passions. Here’s what she shared:

𝘘: 𝘞𝘩𝘢𝘵 𝘱𝘢𝘳𝘵 𝘰𝘧 𝘺𝘰𝘶𝘳 𝘳𝘰𝘭𝘦 𝘥𝘰 𝘺𝘰𝘶 𝘦𝘯𝘫𝘰𝘺 𝘮𝘰𝘴𝘵?
"It is so rewarding when we can help our clients live their dreams. Henry David Thoreau once said, 'Wealth is the ability to fully experience life,' and that beautifully captures our philosophy. Life can be challenging, and being a trusted partner truly makes a difference. Of all the roles I play as CEO, this is the most important—and where my heart is."

𝘘: 𝘞𝘩𝘢𝘵 𝘢𝘳𝘦 𝘺𝘰𝘶 𝘦𝘹𝘤𝘪𝘵𝘦𝘥 𝘢𝘣𝘰𝘶𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘭𝘺 𝘪𝘯 𝘵𝘩𝘦 𝘺𝘦𝘢𝘳 𝘢𝘩𝘦𝘢𝘥?
"I’m looking forward to making an impact in new ways. Embracing new technologies, expanding our reach through strategic alliances—it’s an exciting time of growth. And if, along the way, we can help make the world a little better, that’s even more meaningful."

𝘘: 𝘞𝘩𝘢𝘵 𝘤𝘰𝘮𝘮𝘶𝘯𝘪𝘵𝘺 𝘰𝘳𝘨𝘢𝘯𝘪𝘻𝘢𝘵𝘪𝘰𝘯𝘴 𝘢𝘳𝘦 𝘺𝘰𝘶 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘥 𝘪𝘯?
"I’ve been honored to serve in several roles with the Community Foundation of Greater Flint—including past chair, trustee, and chair of the investment committee. I also sit on the advisory board for the University of Michigan–Flint’s School of Management, where I fund a scholarship. Additionally, I co-founded the Women’s Leadership Alliance, which supports the advancement of women in wealth management."

𝘘: 𝘞𝘩𝘢𝘵 𝘢𝘳𝘦 𝘢 𝘤𝘰𝘶𝘱𝘭𝘦 𝘰𝘧 𝘪𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵 𝘭𝘦𝘴𝘴𝘰𝘯𝘴 𝘺𝘰𝘶’𝘷𝘦 𝘭𝘦𝘢𝘳𝘯𝘦𝘥 𝘢𝘵 𝘚𝘞𝘔𝘎?
"We truly can make a difference in people’s lives. The right financial decisions—especially made at the right time—and avoiding major mistakes can have a significant long-term impact."

𝘘: 𝘐𝘧 𝘺𝘰𝘶 𝘸𝘦𝘳𝘦𝘯’𝘵 𝘪𝘯 𝘸𝘦𝘢𝘭𝘵𝘩 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘸𝘩𝘢𝘵 𝘸𝘰𝘶𝘭𝘥 𝘺𝘰𝘶 𝘣𝘦 𝘥𝘰𝘪𝘯𝘨?
"I’ve always had a passion for education. Growing up, I thought I’d be a teacher—and in many ways, that’s still part of what we do here: educating and empowering clients to make informed decisions."

𝘘: 𝘞𝘩𝘢𝘵’𝘴 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘮𝘪𝘨𝘩𝘵 𝘣𝘦 𝘴𝘶𝘳𝘱𝘳𝘪𝘴𝘦𝘥 𝘵𝘰 𝘭𝘦𝘢𝘳𝘯 𝘢𝘣𝘰𝘶𝘵 𝘺𝘰𝘶?
"Fun fact: I started working here at the age of eighteen as a part-time assistant. This has quite literally been my life’s work!"

We're grateful for Sherri’s leadership and her commitment to our clients, team, and community. Her passion and perspective continue to shape the heart of our team.

12/24/2025

From all of us at Stephens Wealth Management:
We wish you a season filled with peace, reflection, and joy.

May you find comfort in the plans you’ve made and confidence in the future you’re building.

Thank you for letting us be part of your financial journey.
Happy Holidays.

12/15/2025

Giving is part of the season, but with the right strategy, your gifts can also support your long-term financial goals.

A few strategies to consider:
🎁 Gifting appreciated assets
🎁 Leveraging annual exclusions
🎁 Planning for education or special needs

We can help you make the most of your giving, today and for years to come. Reach out to get started: https://stephenswmg.com/contact-us/

12/10/2025

Strong teams aren’t built overnight, they’re built through commitment, collaboration, and a shared purpose. Today, we’re honored to recognize an outstanding group of team members who have been with us for 10 years or more.

In fact, 60% of our team has been with Stephens Wealth Group for over a decade - a testament to the loyalty, stability, and enduring culture we’ve cultivated together.

Their leadership, loyalty, and daily impact continue to shape the heart of our firm and the experience we deliver to our clients.

Back (L → R): Stan Seybold, Jason Guenther, Tyler Stephens
Front (L → R): Chandler Fish, Jill Carr, Sherri Stephens, Alice Wagener

To each of you: thank you for your dedication and the legacy of excellence you help build every day. Here’s to the next chapter and many more milestones ahead. 💙

12/09/2025

A strong business plan creates 𝘊𝘭𝘢𝘳𝘪𝘵𝘺. A wealth strategy for your business creates peace.

From succession planning and tax efficiency to employee benefits and retirement planning - we help business owners protect what they’ve built and prepare for what’s next.

If your business supports your lifestyle and your family, it deserves a clear, forward-looking plan.

Let’s talk about how we can help. https://stephenswmg.com/contact-us/

12/05/2025

🎄 ‘Tis the season for giving back – and a little friendly rivalry...at home or at work! 🏈✨

We’re proud to support The Junior League of Flint this holiday season with our decorated tree, part of their annual fundraising display at the Sloan Museum of Discovery.

Our theme this year? “A House Divided” – inspired by the spirited (and good-natured!) tension that arises when Michigan State and University of Michigan fans share the same home. 💚💛💙

A huge thank you to Advisor Jessie Schlanderer, CDFA® for bringing this vision to life with her incredible decorating talents!

🎁 Stop by to see our tree and cast your bid to bring home our tree! Voting takes place:
📅 Saturday, December 6 from 12–4 PM
📅 Sunday, December 7 from 12–3 PM

Happy Holidays from all of us!

12/04/2025

Running a business takes vision, grit + a plan that works as hard as you do. Whether you're scaling up or thinking about a future exit, having a strategic financial roadmap is essential.

We help business owners:
✅ Align personal and business goals
✅ Plan tax-efficient transitions
✅ Prepare for succession or sale
✅ Protect what you've built

Let’s work together to design a plan that supports your business and your life, now and into the next chapter.

Read more: https://stephenswmg.com/build-grow-and-exit-your-business-on-your-terms/

12/02/2025

This December, we’re reflecting on what truly brings peace of mind:

For your 𝘧𝘢𝘮𝘪𝘭𝘺, it’s knowing the future is secure.
For your 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴, it’s having a plan in place (no matter the season).
And for your 𝘧𝘶𝘵𝘶𝘳𝘦, it’s clarity, confidence, and purpose.

We believe the greatest gift you can give is a well-crafted plan. Let’s explore what peace looks like for you.

How does financial peace of mind show up in your life?

12/01/2025

December is for community, connection, and celebrating the year together. ❤️✨ Catch Jessie out and about this holiday season!

Learn more about Believe in Brighton: https://believeinbrighton.com/

Join her at Merry Mingling: https://wxwbusiness.com/events/merry-mingling-2025/

11/27/2025

Wishing you a warm and joyful Thanksgiving, surrounded by family, friends, and the comfort of knowing your financial future is in caring hands.

🍂 Thank you for being part of the our family.

Address

5206 Gateway Centre, Suite 300
Flint, MI
48507

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Website

http://www.stephenswmg.com/

Alerts

Be the first to know and let us send you an email when Stephens Wealth Management Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Stephens Wealth Management Group:

Shortcuts

Want your business to be the top-listed Accountant in Flint?

Our Story

As a successful corporate executive, entrepreneur, retiree, or health care professional, have you ever noticed that the more successful you become, the less time you have to plan for your financial investments and the more help you need with managing your wealth? Here you can find the type of investment advisor who is considered a trusted professional and is committed to building a strong lasting relationship through which you can connect with on a personal level. Our independent team of licensed financial advisors can offer you customized professional and/or personalized financial planning solutions designed with a focus on what is truly important to you. Investment capabilities? Without a doubt. Think of it as a concierge-level of personal, one-on-one service, offering you a full range of services beyond just wealth management. This is the powerful combination you will find from the Independent advisors at the Stephens Wealth Management Group – a place where you know you will be cared for in the highest order - Professionally, Financially and Personally. We invite you to schedule a complimentary consultation to determine how we can help you plan for your financial goals. Please peruse our website for more information about our company and team. We specialize in retirement planning, wealth management and corporate retirement plans. Some of the clients we service include; professionals, business owners, retirees, newly single women and affluent families. -------------------------------------------------- Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stephens Wealth Management Group is not a registered broker/dealer,and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Important Disclosure Information: http://raymondjames.com/smicd.htm