Our Financial Plans Build Wealth Over Time So You Can Confidently Spend, Save, Invest & Give

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RELATIONSHIP-FOCUSED

We start with a focus on building a trusting relationship, which guides everything we do.

BACKED BY RESEARCH

We conduct our own analysis to create individualized portfolios we stand behind.

REAL-TIME ANSWERS

We guide you through whatever comes up—with resources & timely communication. 

STEADFASTLY OPTIMISTIC

 We coach you to invest with patience, and provide encouragement along the way.

Let’s Get Started.

Meet

Schedule a free Discovery consultation so we can listen to your goals and challenges.

Plan

Follow your hand-crafted Financial Review Plan to reach your goals with confidence.

Grow

Develop your Personal Money Mindset, with choices for your family & your wealth.

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Words from Our Clients

“We appreciate what each of you has done to help ensure our financial security. Since 1990 when we first met Peter, the O’Keefe Stevens team has been an important part of our lives. You have become much more to us than a company providing excellent financial planning and investment services. You have become our friends.”

— Dom and Sue

“Your research continues to make us very confident and comfortable in O’Keefe Stevens as our financial advisors.”

— Kristine and Michael

“Thank you for being good stewards of our investments and the communications of your activities.”

— Peter S.

“I’ve said to Bob, ‘How can they sleep at night, working with so many people’s financial security?’ But your year-around effort to teach clients your market principles and investment strategy is remarkable.”

— Esther (and Bob)

Contact Us Today

We look forward to hearing from you.

Call (585) 340-6538

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