STEPP & ROTHWELL INC.

Financial Services - Overland Park, KS, US

STEPP & ROTHWELL INC. Employees

Kyle Hammel

Senior Financial Planning Associate

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Koby Knievel

Financial Planning Associate

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Kenneth Eaton

Managing Partner

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STEPP & ROTHWELL INC. Senior Management

Ron Fredman

Chief Operating Officer

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STEPP & ROTHWELL INC. Details

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client's net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

Website: steppandrothwell.com

Employees: 20 - 49

HQ: N/A

Location: Overland Park, KS, US

Revenue: 2.5 - 5 Million

Holistic Financial Planning Personal Financial Planning Comprehensive Financial Planning Estate Planning Investment Management Insurance Planning & Risk Management Charitable Gift Planning Education Funding Planning Income tax planning & optimization Insurance Planning & Risk Management Income tax planning & optimization

STEPP & ROTHWELL INC. Technologies

Email Providers

Outlook

Domain Name Services

Route 53

CMS

WP Engine

Fonts

Google Font API

Other

Microsoft Office 365

Hosting

Google Cloud Hosting

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