O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000
Rochester, NY – August 6, 2024 – O’Keefe Stevens Advisory is proud to announce that it has been recognized by Inc. Magazine in the 2024 Inc 5000, ranking at 4,570. This prestigious list celebrates the fastest-growing private companies in America and is a hallmark of entrepreneurial success and innovation.
Founded in 2017 by Peter O’Keefe and Justin Stevens, O’Keefe Stevens Advisory has experienced significant growth, providing top-tier financial planning and investment advisory services to individuals and families. Headquartered in Rochester, NY, the fi rm has a dedicated team of 8 employees and is actively expanding its reach across the United States, continuously adding new clients and advisors.
“We are thrilled and honored to be included in this year’s Inc 5000 list,” said Peter O’Keefe, Co-Founder of O’Keefe Stevens Advisory. “This recognition is a testament to the hard work and dedication of our team, as well as the trust and support of our clients.”
The Inc 5000 list, produced annually by Inc. Magazine, recognizes the fastest-growing private companies in the United States. Companies are ranked according to percentage revenue growth over a three-year period. To qualify, companies must be U.S.-based, privately held, for-profit, and independent as of December 31 of the award year. The Inc 5000 list has become the hallmark of entrepreneurial success, providing a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses.
Justin Stevens, Co-Founder of O’Keefe Stevens Advisory, added, “Our growth is fueled by our commitment to delivering personalized financial strategies that meet the unique needs of each client. We look forward to continuing our expansion and helping more individuals and families achieve their financial goals.”
O’Keefe Stevens Advisory’s inclusion in the 2024 Inc 5000 underscores the firm’s robust growth and its impact in the financial advisory sector. As the firm continues to expand nationally, it remains committed to providing exceptional service and building long-term relationships with its clients.
About O’Keefe Stevens Advisory
O’Keefe Stevens Advisory is a financial planning and investment advisory firm based in Rochester, NY. Founded in 2017 by Peter O’Keefe and Justin Stevens, the fi rm specializes in providing tailored financial strategies to individuals and families. With a growing team and a nationwide presence, O’Keefe Stevens Advisory is dedicated to helping clients achieve their financial goals through personalized service and expert advice.
About Inc. Magazine
Inc. Magazine is a leading business media brand that publishes an annual list of the 5000 fastest-growing private companies in the U.S. The Inc 5000 is a comprehensive ranking based on revenue growth over a three-year period, highlighting the most successful companies within the American economy’s most dynamic segment—its independent small businesses.
MEDIA CONTACTS
Justin Stevens, President
716-572-2201
justin@okeefestevens.com
Peter O’Keefe, CEO
716-400-3333
peter@okeefestevens.com
Advisory services offered through O’Keefe Stevens Advisory, an investment adviser registered with the U.S. Securities & Exchange Commission.
DISCLAIMER
The Inc 5000 announced the top 5000 list on August 6th, 2024. Businesses were ranked according to percentage revenue growth over a three-year period. Companies must be U.S. based, privately held, for profit, and independent. There was no compensation provided to the Inc 5000, directly or indirectly, in connection with obtaining a place on the Top 5000 list.
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