Conflict-Free
Financial Planning*
What if you could work with a financial planner who was focused only on your best interests?
You can.
*At Stepp & Rothwell, Inc., we strive to provide families with advice that helps them avoid conflicts regarding money and family finances. We do so by working intimately with families on a regular basis to address these issues. We are a fee-only investment adviser registered with the SEC. We provide ongoing advice for a fully-disclosed fee. We sell no investment or insurance products for a commission. We are a fiduciary under law, and must provide services that are always in the best interests of our clients. A copy of our most current written disclosure Brochure discussing our advisory services, fees, and conflicts is available upon request.
Our Leadership
Kathy Stepp, CPA, CFP®
Founder
Howard Rothwell
Founder
Ken Eaton, CFA, CFP®
Principal/Owner
Amy Guerich
Principal/Owner
Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Stepp & Rothwell is engaged, or continues to be engaged, to provide investment advisory services.
We Really Do
What You Really Want
Stepp & Rothwell, Inc. is an objective, comprehensive financial planning firm. We’re focused on you, your happiness, and your enjoyment of life. Our team of financial professionals provides unbiased, results-oriented advice, which offers our clients the knowledge that they need to make informed decisions about their future.
Learn MoreIn the News
Learn more about what we’re working on and where we’ve recently been quoted.
News & Media