Stephanie Lynn Ackler

In March 2023, with nearly four decades of experience in financial services as a Private Wealth Financial Advisor, I had the privilege of co-founding AKD Wealth Partners with my esteemed colleague Robert Karp CEO, Managing Partner. Our shared vision was both simple and profound – to revolutionize multi-generational wealth management and simplify the complexities of the finance industry, empowering our clients to confidently navigate their financial journeys. By collaboratively developing customized strategies, our goal is to transform our clients’ financial dreams into concrete realities. As a Chartered Financial Analyst, I am excited about the opportunity to foster and utilize the relationships and synergies within our firm’s extensive network. This network includes professionals in trust, money management, liability management, and estate planning strategies. This interconnectedness allows me to create customized strategies that align with the unique needs of our clients. My approach, which focuses on providing personal attention and professional guidance, goes beyond simply analyzing numbers. It involves crafting a financial narrative that reflects the individual story of each client we have the honor of serving. As a Senior PIM Portfolio Manager I take great care in managing investment portfolios with discretionary control. My team and I believe in providing a comprehensive approach to wealth management, making the complex world of investment opportunities easier to understand and navigate. With expertise, clear communication, and a well-planned roadmap for the future, we guide our clients through a constantly changing landscape of finance. Our goal is to ensure that their financial journey is smooth, steady, and personalized to their goals and objective