Stepp & Rothwell, Inc.
www.steppandrothwell.comStepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.
Read moreStepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.
Read moreCountry
State
Kansas
City (Headquarters)
Overland Park
Employees
11-50
Founded
1992
Estimated Revenue
$1,000,000 to $5,000,000
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Partner / Owner
Email ****** @****.comPhone (***) ****-****Founder
Email ****** @****.comPhone (***) ****-****Managing Partner
Email ****** @****.comPhone (***) ****-****Founder
Email ****** @****.comPhone (***) ****-****
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