portrait of Stephen R Hedrick
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Stephen

We serve a select number of affluent families, business owners and retirement achievers. We believe that every trusted relationship begins with discovering your "why." We truly want to understand what's most important to you, your purpose and your values. We then guide your family through an established process that serves as a platform for collaboration and partnership. We honor our commitment to your family by implementing, monitoring and adjusting your strategy over time, which includes working with your trusted tax and legal professionals. We work to preserve and build upon your legacy in your community.

Supporting our community is vitally...

Focus Areas

  • Wealth Strategies
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesNovember 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Salisbury UniversityBachelor of Science

Personal Interests

  • Traveling
  • Health & Nutrition
  • Spending Time with Family
  • Golfing
  • Fishing

Team Members

  • Rachel Greviskis
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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