Stephen Ahern

Stephen P. Ahern, CPA/PFS, CFP®, AEP®, MST provides individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients including key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. Stephen co-founded and served as President of Wealth Management Advisors, LLC for twenty-one years before joining the Sachetta team.

2 min read

Six Considerations Before Buying a Second Home or Vacation Property

Picture of Stephen Ahern Stephen Ahern: Jun 05, 2025

6 Considerations Before Buying a Second Home or Vacation Property

Owning a Second Home
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You don’t have to make decisions on your own when it comes to adjusting your wealth portfolio in response to market cycles. A couple walks through a park on an autumn day.

3 min read

How to Manage a Wealth Portfolio Through Market Cycles

Picture of Stephen Ahern Stephen Ahern: Jan 29, 2025

When you can monitor the stock market and your own wealth portfolio 24/7, keeping a big-picture...

Wealth Management Wealth Portfolio
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Here are some risk management strategies for high earners when it comes to investment management.

3 min read

5 Strategies for Mitigating Investment Risk for High Earners

Picture of Stephen Ahern Stephen Ahern: Dec 19, 2024

High earners have many investment opportunities, which means they’re also vulnerable to investment...

Investing Investment Strategies
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folks riding bicycle on their way to book travel advisor

4 min read

Why You Should Use a Travel Advisor and Planner for Your Travel

Picture of Stephen Ahern Stephen Ahern: Jun 28, 2024

Introduction You have worked hard for many years. Maybe your career was life encompassing and you...

Financial Planning
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Young couple traveling with a map in the city. Choosing the right investment strategy provides peace of mind.

3 min read

Passive vs. Active Investment Strategies: Choosing The Right Mix of Activities

Picture of Stephen Ahern Stephen Ahern: Jun 24, 2024

Considering passive and active investment strategies is part of building a portfolio you feel...

Investing
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Child with mother listening to a shell at beach. Value investing. Practicing picking stocks

3 min read

Value Investing: Principles and Practices for Long-Term Success

Picture of Stephen Ahern Stephen Ahern: Mar 22, 2024

"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a...

Investing
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A woman in profile looks out at the ocean during sunset. Getting divorced requires you to revisit financial and insurance plans

4 min read

How Divorce Changes Your Financial Plans

Picture of Stephen Ahern Stephen Ahern: Dec 08, 2023

For better or worse, divorce forces you to make a fresh start. Getting divorced requires you to...

Financial Planning Divorce
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A dad teaches his young child to ride a bike. She is smiling! Investment vs. speculation

3 min read

Investment vs. Speculation: Understanding Key Differences and Strategies

Picture of Stephen Ahern Stephen Ahern: Aug 04, 2023

Learning to invest is much like learning a new language. A lot of people understand enough about...

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A woman sits at her computer and considers navigating complex estate planning.

4 min read

Navigating Complex Estate Planning Questions and Choices

Picture of Stephen Ahern Stephen Ahern: Jul 11, 2023

You’re making decisions about family, money and your own unpredictable future—so it’s hardly...

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A retired couple cooking healthy food and talking about a bottle of red wine. Tax-efficient retirement.

3 min read

Tax Planning Strategies for a Tax-Efficient Retirement

Picture of Stephen Ahern Stephen Ahern: May 30, 2023

Retirement should be one of the least stressful periods of your life. You deserve to enjoy those...

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