Frequently Asked Questions
O’Keefe Stevens Advisory provides retirement planning, investment management, financial planning, tax planning guidance, cash flow planning, and wealth management services. We help individuals and families make informed financial decisions with the goal of building, protecting, and enjoying their wealth.
We have offices in Rochester, New York and Coral Gables, Florida, and serve clients throughout the United States.
Yes. We work with clients across all 50 states and regularly meet with clients virtually.
Yes. As an SEC-registered investment adviser, we are legally obligated to act in our clients’ best interests. Our planning process begins by understanding your goals and putting your interests first.
The first step is scheduling a complimentary Discovery Call. During this conversation, we’ll learn more about your goals, challenges, and financial questions to determine whether we’re a good fit to work together.
Retirement Planning
The earlier you begin, the more options you typically have. However, retirement planning can provide value whether you’re decades away from retirement or preparing to retire within the next few years.
Our retirement planning process evaluates your current savings, investments, spending, goals, taxes, and other factors to help determine whether you’re on track to meet your retirement objectives.
A retirement plan may include cash flow analysis, investment recommendations, tax planning considerations, spending strategies, charitable giving goals, risk assessments, and retirement income projections.
Yes. We help clients navigate important retirement decisions, including when to retire, how to generate income, how to manage investments, and how to plan for taxes and healthcare costs.
Investment Management
Our investment approach is built on independent research, disciplined decision-making, and long-term thinking. We believe successful investing is driven by process, patience, and conviction rather than reacting to short-term market headlines.
Yes. Investment recommendations are personalized based on your financial goals, circumstances, and long-term objectives.
We provide ongoing portfolio monitoring and regular client reviews to ensure your investments remain aligned with your goals and changing life circumstances.
We help clients stay focused on their long-term financial plans and avoid making emotional decisions based on short-term market movements. Our team provides ongoing communication, education, and guidance throughout changing market conditions.
Working With Our Team
Clients work directly with experienced advisors and have access to the broader O’Keefe Stevens team for support, planning, investment research, and ongoing service.
We tailor meeting frequency to each client’s needs. In addition to scheduled reviews, our team is available to help answer questions and provide guidance as life events arise. Most clients meet with advisors on a semi-annual basis.
Yes. We host quarterly investor calls, send out a bi-weekly newsletter with market and portfolio updates, post educational articles to our website, and host client events throughout the year to help clients stay informed.
Fees and Account Questions
We believe in transparency regarding fees and compensation. Specific fee schedules and services are discussed during the planning process and detailed in our regulatory disclosures.
Account minimums and service offerings may vary. We encourage prospective clients to schedule a Discovery Call to discuss their situation and determine whether our services are a good fit.
Yes. We can review existing retirement accounts, brokerage accounts, and employer-sponsored plans as part of your overall financial strategy.
No. You maintain ownership of your accounts and assets. Our role is to provide guidance, recommendations, and investment management services while helping you make informed decisions.
Advisory services offered through O’Keefe Stevens Advisory, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration with the SEC does not imply a certain level of skill or training.