O’Keefe Stevens Advisory provides financial planning and investment management services. Our most requested planning services are those that chart a course for a client’s retirement and those that focus on maintaining a lifestyle and sustaining an income stream throughout the post-retirement years. In some instances, we extend our planning to consider business succession planning, education planning, inheritance and legacy arrangements, tax management, and risk management.
O’Keefe Stevens Advisory is a fee only firm. We do not sell products and we stick to our core competencies of investment management and retirement planning. We coordinate our work with other professionals to help our clients in the aforementioned areas. This creates a synergistic advisory team for our clients. We are capable of introducing our clients to other capable professionals and we are happy to work with their existing advisors.
Our belief is that planning and investing are not separate services. Our conversations about investments lead us to many other discussions. As CERTIFIED FINANCIAL PLANNERS® we are capable of handling a variety of complex planning needs and are knowledgeable enough to know when it is most appropriate to bring in outside experts or to coordinate with the rest of your advisory team to assist you.