Stephen P. Geraghty
Kovalcik & Geraghty Wealth Partners
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $150,000
Title: Principal and Financial Advisor
Offering advice since: 1993
Areas of focus:
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Stephen P. Geraghty:
Steve formed his financial planning practice in 1993 with the Columbus office of Lincoln Financial Advisors after a two year internship with the firm. In 2005, he created and is currently a Managing Principal with Kovalcik & Geraghty Wealth Partners LLP, an independent Branch Office for Raymond James Financial Services in Upper Arlington, Ohio.
Throughout his career, Steve has provided comprehensive, fee-based financial planning advice and investment management services to successful executives and business owners nationwide. His practice focuses on helping his clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations.
Steve received his Bachelor of Science in Business Administration in Finance and Accounting from The Ohio State University's Fisher College of Business in 1993 and earned his Certified Financial Planner(TM) (CFP(R)) designation in 1997. He was a Founding Member of Junior Achievement's Young Professionals Organization and now serves on the Board of Directors for Junior Achievement of Central Ohio whose mission is to inspire and prepare young people to succeed in a global economy. He is also a member of the Columbus Council on World Affairs.
Steve lives in Upper Arlington with his wife, Sally, and their four young children, Carly (6), Grant (3), Clare (2) and newborn Ryan.
Compensation and Fee Structures:
Fee for Service Financial Planning, Fee for Management of Assets
Licenses, Certifications & Affiliations:
Certified Financial Planner
BS Business Administration, The Ohio State University, 1993
Will provide references upon request?
Further information about Kovalcik & Geraghty Wealth Partners:
(Size of firm: 0-9 advisors)
Kovalcik & Geraghty Wealth Partners LLP provides personalized, objective life planning and wealth management advice to high net worth individuals and families throughout the country. Our highly customized work creates a starting point and roadmap for each client to assist them in achieving their financial goals. Our priority is to provide value through our comprehensive, fee-based platform of services including:
* Retirement Planning
* Investment Portfolio Analysis and Management
* Stock Option and Restricted Stock Planning
* Income Tax Planning
* Estate Planning
* Insurance Analysis
* College Funding Analysis and Strategies
Securities and Investment Advisory Services offered exclusively through Raymond James Financial Services, Inc. Member FINRA / SIPC.
Contact Information for Stephen P. Geraghty
Phone: (614) 222-4888
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Fax: (614) 222-4888
Address for Stephen P. Geraghty:
2074 Arlington Avenue
Upper Arlington, OH, 43221
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