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Wichman, Newell & Stephan Professional Investment Planning Group


Welcome to Wichman, Newell, & Stephan Professional Investment Planning

Have you ever wondered for whom your financial advisor really works: you or the firm?

Building a relationship of trust means placing your interests first, that’s what we do every day, and what we have done for more than 20 years.These are uncertain times to say the least, and that is why proper retirement planning, tailored to your specific goals and objectives, has never been more important.

At Wichman, Newell & Stephan Professional Investment Planning Group, you can sit down face to face with Kevin R. Wichman, CRPC®, and Brian L. Stephan, CFP®, to discuss your current plan and investments.

At Wichman, Newell & Stephan, our mission is to listen to you and work with you as a team, to help you work toward your retirement goals of income and independence.