WELCOME TO MY WEBSITE

I am a fee based financial planner. My practice is devoted to providing comprehensive financial planning and wealth management services to higher net worth individuals and families. I also provide financial planning related consulting services to financial and other professional advisors on behalf of their clients.

If you are an individual in need of financial planning services and have a net worth of at least $1,000,000 and investment assets of a least $500,000, please click on the "FINANCIAL PLANNING" Tab to learn more about the type and scope of the services which I provide. To learn about my investment advisory and portfolio management services and the investment philosophy and process that I employ, click on the "INVESTMENT MANAGEMENT" Tab.

If you are a financial professional advisor in need of tax and/or finance related consulting assistance, please click on the "CONSULTING SERVICES" Tab to learn more about the consulting services I offer to financial and other professional advisors.

If you are interested about my educational background, my professional credentials and my practice experience, please click on the “ABOUT ME” tab at the top of this web page.

After reviewing the information in the appropriate sub-page, if you have any questions or would like additional information please feel free to contact me.

Paul B. Stevenson, CFP® • 6 Spruce Meadow Drive • North Hampton, NH 03862
 Telephone: 1.603.964.3742 • Fax: 1.603.964.3795 • Mobile: 1.603.674.8940 • Email: pbsfinancial@cs.com