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Perspective: What a century of collective experience can deliver

Today you need more than information. You need the guidance of advisors who provide perspective that puts information into a context that is relevant to you, your needs and your life.

At the Stephens Group we strive to:

  • Understand your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make
  • Recommend solutions designed to help pursue your wealth planning needs
  • Work with you to implement these recommendations
  • Adjust these strategies as needed, to suit your changing needs
  • Act on your behalf with integrity and respect for your concerns and privacy

The Stephens Group






801 Laurel Oak Drive
Ste 500, Suntrust Building
Naples, FL 34108


Featured article

The world according to Q-GARP

Over a decade of outperformance

For close to 13 years our portfolio of Quality Growth At Reasonable Price (QGARP) portfolio has been providing investors with proven performance.

Read the report

Jason Stephens has been recognized as an industry leader.

  • Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022
  • Forbes/SHOOK America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021,2022
  • Financial Times Top 400 Financial Advisor, 2015, 2016, 2020


“Our sole mission is to help you manage your wealth so it has a positive impact on your life
and the lives of generations to come.”

— Jason E. Stephens and Michael J. Lundon

Our office locations

Suntrust Building
801 Laurel Oak Drive
Suite 500
Naples, Florida 34108

Sarasota City Center
1819 MAin Street
Suite 900
Sarasota, Florida 34236


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Access the latest views and financial market coverage

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