Flat Fee
Financial Advice

with Stephan confirmed they could provide the services I need now, and I have flexibility on how to use their services in the future. I worked with Mark who responded timely as I gathered and submitted my documents for the analysis. He sent me the financial plan so that I could review before our Zoom meeting. I appreciate how he listened. He incorporated my wishes and concerns as we reviewed the plan, and he explained how the plan would address those issues. Mark was very direct about the items that could derail my plan and why. I appreciate Mark’s encouragement to enjoy my life funded by my decades of saving while having guiderails in place to ensure a financially secure retirement. In addition to an annual review, I know that I can contact them when a major unexpected expense or event arises, and they will be able to review my plan and provide guidance. Going into the conversation, I thought I was financially literate with good knowledge of the type of accounts I have and considerations as I retire. Afterwards, I felt confident in my knowledge and my ability to manage my investments for the foreseeable future. With the current volatile financial environment, it is good to know that I have support when I need it. If you need advice as you begin saving and investing for your future or if you want confidence in retirement timing or if you need someone to provide a sense check for you, Scholar Financial can help.

provided great guidance and a clear to plan that we are beginning to execute. A big thanks to him and his whole team for their responsive and thorough approach!

have become too complicated to be completely DIY and we realized we needed expert advice to adjust our investing strategy and manage our assets better over the long term for taxes, retirement and estate planning purposes. The fee-based model is the only model I trust after our previous experience. We wanted to remain in control of our investments. We wanted to work with an objective financial expert on more of a consulting basis to develop and maintain a tailored plan for us to execute. Stephan and Scholar Financial Advising was the right fit for us. Stephen helped us get our financial picture organized and simplified. He developed a clear roadmap for what to consolidate and move around with a timeline for executing changes. We are grateful to have started working with him this year and look forward to continuing to work with him for many years.

to anyone looking for financial advisors who will be sure to put your interests first in a data-driven and reasonable way.

did not offer sufficient bang for the buck. At the same time I value expertise from professionals and was willing to pay for a good consult and strategic advice. I was beyond pleased with my experience with Scholar Financial. My interactions with Stephan Shipe and with Deon Strickland were professional, timely, informative, and gave me the EXACT information I had been looking for. Deon reviewed my particular situation, drafted a specific plan for me, and held my hand as I implemented it. Finding these two was like finding a needle in a haystack – and it was exactly the needle I needed to stitch up the solution I had been looking for. I recommend them highly.

wanted someone we could work with long term. We started working with Stephan and could not be more pleased. The depth of analysis and advise was beyond what we’ve paid a lot more for. Stephan is also very responsive and very pleasant to work with. We now have a very solid plan and feel we have someone who has covered all the bases for us and is there if we need anything. He and his team’s credentials are impeccable. The mix of very comprehensive planning with guidance to implement the plan (and review as needed) is a difficult combination to find. Everyone should invest in a partnership like this. It gives you a clear path in planning your future which eliminates the guessing, stress and worry that often comes with this critical process.