Stephen P. Geraghty, CFP
A personalized approach to managing wealth
Fee-only Registered Investment Advisor offering comprehensive financial planning and investment management across the U.S.
About
Kovalcik & Geraghty Wealth Partners LLP is a Fee-Only Registered Investment Advisor with offices in Upper Arlington, OH and Bluffton, South Carolina. We provide comprehensive, goals-based financial planning and investment management advice to families across the country.
As a fee-only planner, we are only compensated for the unbiased advice we provide. KGWP is a member of The National Association of Personal Financial Advisors (NAPFA), an organization exclusively for fee-only, fiduciary financial planners. If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes. Andrew Carnegie Are you ready? Let’s uncover the possibility of working together.
Services
Financial Planning
Comprehensive and holistic financial planning addressing retirement, estate planning, philanthropy, insurance, tax management, and education savings.
Investment Management
Fee-only investment management with access to lower-cost institutional options, avoiding commissions and hidden fees.
