In the News

Stepp & Rothwell, Inc. is frequently quoted in local and national news and magazines, including Bloomberg BusinessWeek,, Fortune, Kiplinger’s Personal Finance, Los Angeles Times, Medical Economics, Private Wealth, Reader’s Digest, The Robb Report, SmartMoney, Wealth Manager, and Worth.

The Perils of Startups

May 1, 2018

“End-of-Year Tax Tips: Do What You Can Before It’s Too Late”

November 15, 2017

“Retire by 50: How to Manage Your Finances to Retire Early”

August 16, 2017

“Help Clients Avoid Surprisingly Steep Medicare Premiums”

August 8, 2017

“Doctors’ 5 Most Frequent Investing Mistakes – and How to Avoid Them”

May 3, 2017

“Grandparents and Gift-Giving: How to Set Boundaries with Children”

The Wall Street Journal
February 3, 2017

Please Note: Limitations: Recognition by unaffiliated publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Stepp & Rothwell is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. No recognition should be construed as a current or past endorsement of Stepp & Rothwell by any of its clients.


ANY QUESTIONS: Stepp & Rothwell’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.