Financial Planning Office of Stephen Overstreet, P.A.

Financial Planning Office of Stephen Overstreet offers comprehensive financial planning, investment management, and hourly or project-based financial consulting. Founded in 1996 and operated by Stephen Overstreet, a Certified Financial Planner, the firm focuses on helping two-income families, pre-retirees, professionals, business owners, and retirees achieve their financial goals. The firm uses a long-term, buy-and-hold investing strategy primarily utilizing low-cost mutual funds and exchange-traded funds diversified across seven or eight asset classes. Clients retain full control over trade decisions, as the firm operates on a non-discretionary basis where all recommended trades require explicit client approval before execution.