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Stern Financial Services

A Family-Based Business That Puts Your Needs First

Discover Our Firm

Client-Centric Wealth Management Solutions 

At Stern Financial, we build long-term relationships with our clients and strive to earn the trust of families, from one generation to the next. Whether you’re a business owner, or a couple preparing to expand your family, we offer a full range of financial planning and wealth management services that are tailored to your needs.

Let's Create a Future of Financial Security

You can expect that we will develop a partnership with you and your loved ones and we will help answer any questions you may have including: 

What steps should I take to save properly for retirement?

How do I create a legacy of worth for my loved ones?

Is my business set up for succession or transfer?

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Whether you’re a current client or are coming to us for the first time, we’re glad you’re here.

Connect With Us Today

Stern Financial Services

A Firm Founded With Honesty & Integrity in Mind

Our Mission Is Simple

We strive to help you make smarter financial choices so you can enjoy life more and worry less. What matters most to you, matters to us. Our character and integrity are at the forefront of everything we do.

We Have a Commitment to Your Future

Founded in 1998, we pride ourselves in the many multi-generational clients that we have serviced and grown over the years. We have the flexibility to offer you a broad range of investment and insurance solutions, and our personalized service allows us to optimize your outcomes through customized portfolios and plans created specifically for you. 

A Few Details That Set Us Apart: 

Truly Tailored Solutions

We develop an understanding of who you are in order to build a personalized plan that fits your needs.


Our team is readily available to serve you and address your needs, both big and small, as they arise.

Commitment to Education

Knowing the latest trends allows us the opportunity to provide recommendations for your unique circumstances. 

Interested in Learning More?

Meet Our Team

Get to Know Your Full-Service Partners in Planning

Stern Financial Services was founded by Jeff Stern in 1998. Jeff’s passion for financial education led him to create his own wealth management practice after working as an Executive at JCPenney for over 20 years.

Jeff Stern is now retired and remains in contact with many of our clients. His long standing relationships and dedication to achieving financial goals is our firm’s commitment to the future.

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Jeffrey Shenkman, CFP® Photo

Jeffrey Shenkman, CFP®


Jeffrey is the President of Stern Financial Services, a full-service planning and investment advisory firm. Jeffrey began his career in the financial services industry at Fidelity Investments and spent the last decade working at Bank of America Merrill Lynch and RBC Capital Markets LLC (Royal Bank of Canada).

Jeffrey received an undergraduate degree in Finance from the University of Florida and an MBA from the Kenan-Flagler Business School at the University of North Carolina, Chapel Hill. He holds Series 7, 63 and 66 FINRA registrations and is licensed as a Life and Health Insurance Agent.

Jeff is married to his wife Deborah and has 2 boys, Jack and Kyle. He loves staying active and enjoys playing and watching all sports - especially the Florida Gators!


A Tailored Experience
To Ensure a Personalized Strategy

As a Deeply Analytical Group 

We Believe Every Detail Counts

Each of our clients has different goals and risk tolerance, and therefore an in-depth conversation is necessary to establish what overall objectives they have. When working with Stern Financial Services, you can expect a unique partnership in which your needs come first, always.

Whether you’re an established couple, a business owner or an affluent individual, we’ll provide an array of options for you to choose from in order to achieve your goals.

Our Full Service Retirement & Wealth Management Offerings Include:

Retirement Planning

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Investment Management

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Education Funding

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Business Retirement Plans

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High-Net-Worth Services

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Charitable Giving

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Tax Strategies

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We Take a Straightforward Approach to Our Planning Process

Step 1

Schedule a Visit

We’ll begin with a conversation to determine your initial goals and interests and if the scope of our services are right for you.

Step 2

Develop a Plan

Upon discovering your objectives and why they are important to you, we’ll create a strategy to help you achieve them.

Step 3

Delivery & Maintenance

Our team will work with you to implement your plan and help you begin moving closer to your goals. Over time, we’ll meet with you to make adjustments based on any life changes you may experience.

Ready to Get Started?

Begin With a Consultation


For a Sound Financial Future

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Stern Financial Services

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For Current Clients

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Your Financial Journey Begins Now

Let’s Start by Building a Meaningful Relationship

Our team looks forward to discussing your goals by getting to know what makes you, you.

Request a meeting via email or use the submission form below to begin.