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Stable Waters Financial

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Atlanta
CRD Number
Website stablewatersfinancial.com
Client types

Overview

Stable Waters Financial is a wealth advisory team operating on the Farther platform, providing financial planning and investment management services. The firm serves high earners managing equity compensation, female executives navigating career and compensation decisions, and widows in transition. Its approach centers on cash-flow analysis, behavioral awareness of clients' relationships with money, and long-term continuity, and the team keeps a selectively limited client base to preserve responsiveness. Core services include equity compensation and employer benefit decisions, multi-year tax minimization, goal-based planning, investment design, and risk, insurance, and estate planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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