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Stephen Patrick Ahern

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Wealth Management Advisors, LLC

Tewksbury

MA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax
  • Legal
    • -Legal Planning
    • -Other Legal
  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealth Management Advisors, LLC 18 years, 10 months May 2000 - Present
Sullivan Bille, Pc 18 years, 11 months Apr 2000 - Present

Designations & Memberships

  • American Institute of Certified Public Accountants
    Membership
    American Institute of Certified Public Accountants
    The American Institute of Certified Public Accountants (AICPA) is the world's largest association representing the accounting profession, with nearly 370,000 members in 128 countries. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting; membership is also available to accounting students and CPA candidates. The AICPA sets ethical standards for the profession and U.S. auditing standards for audits of private companies, non-profit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination.
  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Accredited Estate Planner
    Designation
    Accredited Estate Planner
    This accreditation acknowledges designees their experience and specialization in estate planning.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Certified Public Accountant
    Designation
    Certified Public Accountant
    The Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.
  • Personal Financial Specialist
    Designation
    Personal Financial Specialist
    Individuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.

Articles and Answers

Insights by Stephen Ahern

The Finer Points of Proper Investing
Published 2012-01-17 14:26:52
Tax planning - 2011/2012
Published 2012-01-17 13:05:16
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Can I claim my 26 year old as a dependent?
    Both rules are required to be met and are designed to award the dependent to one and only taxpayer. Under the qualifying child rules, the child must live with you for more than half the year. Under the qualifying relative rules, the taxpayer must provide more than half of the dependent's total suppo...  (more)
    Answered Jan 2012
    How Can I Get a Sample QDRO?
    There seems to be a pretty good web resource at - http://www.qdropedia.com/I have not used it for this purpose, but I believe you should be able to get what you need there.1. Select the state-specific QDRO form that best suits your needs. Getting the right form is easy. First, browse the QDRO form...  (more)
    Answered Jan 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Oct 3, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Oct. 4, 2018
        • $444.8M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 90
          number of clients
        • $4.9M
          Estimated Average Account Balance Per Client

      Wealth Management Advisors, LLC

      Last updated on April 27, 2017
        • $243.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 756
          Accounts
        • $321.4K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements