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Our History

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Hess Financial Is An Independent Financial Planning Firm

Rooted In Building Relationships

With the goal of elevating relationships through financial planning and concierge level service, Stephan started Hess Financial in 2012. Since day one, we have worked towards cultivating a team of professionals who will escort you through financial complexity with regular communication and personalized service.

Empower Up

We know that money can be a hard subject to talk about. It requires vulnerability, is often intimidating and can just be plain overwhelming. But, as hard as it may be, taking time to understand how the pieces of your financial picture fit together can also make you feel empowered.

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Our Values

Authenticity

We place a lot of value on giving people our time and doing very detail oriented work. The services we offer and the fees we charge help us stay true to our vision of providing concierge level support to the people who choose to work with us.

Relationships

Whether it’s with clients, other professionals, or within our own team; relationships are foundational to the work we do so we emphasize respect and collaboration when we are flexing our work muscles.

Education

We are lifelong learners and passionate educators who believe in the power of knowledge, and the freedom it can provide. We strive to use plain language and help facilitate understanding so you can be part of the conversation.

Our Promise To You

When you hire us, we work for you. We provide support when you need it and guidance when it counts. You get our experience and expertise, but most importantly, you get our time and attention.

  • We value relationships, not assets.

    We don’t have asset minimums because we are more interested in working with people that will value our unique approach and are ready to have a financial partner.

  • Fee Transparency.

    We will always be upfront about how you will be charged and what your options are. While most of our relationships are fee-based, we know that everyone has different needs. We have several options available depending on the kind of relationship you are looking for and what works best for your specific situation.

  • Free Consultation.

    Before we commit to any financial relationship, we want to make sure that your needs match the services we provide and that you are comfortable with our fees and process.

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Start Your

Financial Planning Journey