Our core values are integrity, honesty, accountability and independence. We hold ourselves to the highest standards of excellence and client service.

Your WMA team incorporates income and estate tax planning, investment optimization, college and retirement analysis and risk management with your goals and objectives to develop a truly effective wealth management plan.

Stephen co-founded and was named President of Wealth Management Advisors, LLC on May 1, 2000. He is also a shareholder of the firm Sullivan Bille, P.C., a diverse New England regional Certified Public Accounting firm. Stephen came to the Sullivan Bille Group of companies after several years at a big five international accounting firm where he served as leader of Corporate Executive Programs and Individual Asset Management Consulting Services for the Northeastern United States.

For over twenty years Stephen has provided individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients. Currently, his clients include key top-level executives, high-net-worth individuals, business owners, venture capitalists and entrepreneurs. As an established personal financial planner, Stephen has delivered numerous presentations on financial, investment, retirement and tax planning to corporations and professional groups. He has also written a number of articles on investment, education and estate planning.

Stephen is a licensed Certified Public Accountant (CPA), a Certified Financial Planner practitioner (CFP®) and has been designated a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. He is also a Registered Financial Fee-Only Advisor with the National Association of Personal Financial Advisors. He received a Bachelor of Science degree in Business Administration concentrating in Accounting and Computer Science from Providence College, a Master of Science degree in Taxation (MST) from Bentley University and graduate studies in the Program for Financial Planners at Boston University. He was awarded the prestigious Five-Star award from Paladin Advisors and has maintained that rating since 2003 and was named by BusinessWeek Magazine as one of the top 50 most experienced financial advisors in the United States.

Stephen serves his profession, formerly as: Chairman of the Massachusetts Society of Certified Public Accountants (MSCPA) Personal Financial Planning Committee; and Treasurer, President and Chairman of the Board of Directors for the Financial Planning Association of Massachusetts. He is an active member of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division and the Financial Planning Association (FPA) (a national professional organization of Certified Financial Planners). Stephen currently serves academia for Bentley University on the Advisory Committee for Tax and Financial Planning where he also served on the Assurance of Learning Initiative Council for the University accreditation.

For eighteen years, Stephen has served the community of Stoneham, MA as a Chairman of the Parish Finance Advisory Council and member of the School Finance Council at Saint Patrick Parish, Treasurer of the Stoneham Youth Hockey Organization, coached soccer in and supported Stoneham Youth Soccer, served as President of the Board of Directors of the Middlesex Fells Zoological Society (Friends of Stone Zoo) and a member of the Board of Trustees of the Commonwealth Zoological Corporation (Zoo New England) representing Stone Zoo. Stephen lives in Stoneham with his wife Janet and their three active children.