Financial Advisor in The Woodlands, TX
Stenger Family Office is a fiduciary financial advisor in The Woodlands, TX. Our team of The Woodlands financial advisors operates as a multi-family office, providing comprehensive financial planning, investment management, tax strategy and estate planning strategies to families in the Naperville, IL area and across the United States.
Financial Planning
We offer investors a one-stop location where tax and estate planning are provided alongside financial planning and investments. This multi-family approach provides investors with a seamless experience across the most important areas of their financial lives.
Tax Strategy & Preparation
Stenger Family Office is comprised of financial planners, Certified Public Accountants (CPA), and estate planning professionals. Stenger financial advisors work collaboratively with the other experts on our team so your financial plan takes into account important tax and estate law changes.
Estate Planning
While Stenger Family Office is not law firm, we partner with local attorneys in your area that provide real time, integrated legal advice tailored to your personal situation. As a Woodlands financial advisor, Stenger Family Office helps you understand the most important aspects of estate planning while coordinating your financial plan alongside your Wills, Trusts, and other critical legal documents.
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Stenger Family Office provides all clients with comprehensive financial planning and investment advice. We do not charge separately for this service for clients that have a starter account with our firm.
We can help you decide when to retire, how much you can afford when buying home, help you pay down debt, and a variety of other circumstances.
Our Stenger financial advisors will start with an assessment of your personal financial situation and create a customized financial plan tailored to your goals.
Learn more about Stenger Family Office
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As a Stenger Family Office Client, you will benefit from the years of experience our investment committee has managing portfolios for clients of all sizes.
We start with a goals-based assessment of your cash needs and other upcoming goals, then create a customized investment portfolio tailored to your goals.
Stenger Family Office offers core stock portfolios and Exchange Traded Fund (ETF) based asset allocation portfolios.
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Stenger Family Office offers advanced tax strategy and tax preparation services for our family office clients.
We can prepare the following types of tax returns: individual, small business, estate, gift, partnership, and other types of returns.
Stenger Family Office also provides family office clients with advanced tax strategy plans through our Thomson Reuters software.
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Stenger Family Office works closely with law firms in Naperville, IL and your local area to deliver comprehensive advice coordinated with your personal estate plan.
The attorneys we refer to can offer the following services: wills, trusts, medical directives, power of attorney documents and more.
The Woodlands, TX | Financial Advisors
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Nick Stenger
CEO & Financial Advisor
Nick Stenger is the Chief Executive Officer and financial advisor at Stenger Family Office. Nick is a 7th generation Naperville, IL resident where he lives with his wife Jamie and son Jack. Prior to launching Stenger Family Office, Nick was a Senior Vice President and financial advisor at Morgan Stanley Wealth Management. Nick helped lead the team’s growth to become one of Morgan Stanley’s largest wealth management teams. In 2023, Nick and the team were named one by Forbes as a Best-In-State Wealth Management team in Illinois. Prior to Morgan Stanley, Nick worked at Invesco PowerShares, a $1 trillion asset manager in Atlanta, GA and PricewaterhouseCoopers, LLP (PwC) in Chicago, IL. Nick is a graduate of the Quinlan School of Business at Loyola University Chicago with degrees in accounting and finance.
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Bond Roth
President & Financial Advisor
Bond is President and a financial advisor at Stenger Family Office. As President, Bond is responsible for overseeing the day to day operations of the firm and setting financial planning strategy for clients. As a financial advisor, Bond helps families create and manage their financial plans and investment portfolios. Prior to Stenger Family Office, Bond was an Associate Vice President and Financial Advisor at Morgan Stanley. Before Morgan Stanley, Bond worked at Guggenheim Partners, a boutique private equity and asset management company in Chicago, IL and BMO Harris Bank. Bond is a graduate of Wheaton College in Wheaton, IL and lives in Wheaton with his wife and four daughters.
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Audrey Feldpausch, CFP®
Vice President, Financial Advisor
Audrey Feldpausch is a Vice President and Financial Advisor with Stenger Family Office. Audrey leads the team’s financial planning practice and also is a member of the Stenger Family Office Investment Committee. Audrey is a CERTIFIED FINANCIAL PLANNER™ and completed her CFP® training through Northwestern University in Chicago, IL. Prior to Stenger Family Office, Audrey worked at UBS Wealth Management and Timothy Financial, a financial planning firm in the Chicago suburbs. Audrey is a graduate of Hillsdale College where she earned her B.A. in Economics. Audrey and her husband live in the Chicagoland area.
ExxonMobil Financial Planning
Financial advisor in The Woodlands, TX
Financial Planning for ExxonMobil Employees
Since 1981, the Stenger Family has been providing customized financial planning and investment advice to employees of ExxonMobil. We began our journey at the Mobil refinery in Joliet, IL. Today, Stenger Family Office works with hundreds of current and former ExxonMobil employees across the country. We have offices in Naperville, IL and Spring, TX, directly across the street from ExxonMobil’s main HQ.
Stenger Family Office financial advisors serve ExxonMobil families in Houston, Midland, Clinton, NJ, Baton Rouge, Joliet, IL, Baytown & Beaumont, TX, and California.
Spring, TX Office:
1700 City Plaza Drive
Suite 440
Spring, TX 77389
Phone: (630) 912-8431
Email: Nick.Stenger@stengerfamilyoffice.com
ExxonMobil Financial Advice
42 years ago in 1981, the Stenger Family first started advising Mobil Oil employees and their families at the Joliet, IL refinery. Our team was one of their first groups to start working with the organization and have developed long lasting, multi-generational relationships with over 300 ExxonMobil families both current and former.
Our proprietary, 5-Step ExxonMobil Retirement Planning Process has helped hundreds of ExxonMobil employees make sense of their Voya 401(K) plan, lump sum pension, retiree healthcare options, Net Unrealized Appreciation (NUA), and developing a retirement income strategy.
ExxonMobil employees face unique retirement planning challenges. First, the Voya Savings Plan (401k) offers limited investment options and retiring from ExxonMobil before age 59.5 presents additional tax planning issues.
During our 5-Step Exxon Mobil Retirement Planning Process, our financial advisors will help you rebalance your 401(k)’s holdings, decide whether to take a lump sum or monthly annuity, and determine the best age to retire given your assets, liabilities, and income needs.
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For 42 years, the Stenger family has helped over 300 families from Mobil Oil and ExxonMobil plan and invest for retirement. Our proprietary, custom ExxonMobil planning process helps address all aspects of your financial life.
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The Voya Savings Plan is a defined contribution 401(K) plan offered by ExxonMobil and is a valuable retirement savings tool.
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When you retire from ExxonMobil, you’ll have to decide if you want to take a lump sum pension or monthly annuity. If you take a lump sum, you’ll have to self manage the plan or hire a financial advisor to manage it for you.
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Net Unrealized Appreciation (NUA) is any increase between the cost of the ExxonMobil stock allocated to your account and the market value of the stock when it is withdrawn or distributed.
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For many ExxonMobil employees, RSU’s are a significant component of annual compensation and can be used as a retirement savings tool. There are some unique tax challenges with RSU’s and Stenger Family Office can help you plan and diversify your stock distributions in an efficient manner.
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Stenger Family Office has extensive experience helping ExxonMobil families plan and prepare for retirement. Additionally, we offer tax planning and preparation services as part of our service offering for ExxonMobil employees through our affiliated company, Stenger Tax Advisory.
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In addition to financial planning and tax preparation services, Stenger Family Office offers estate planning services through a third party law firm, Legacy & Life Law. Legacy & Life Law firm is experienced in creating comprehensive estate plans including wills, trusts, powers of attorney and medical directives.
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Your Stenger financial advisor can help you determine the best strategy for taking Social Security.
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ExxonMobil offers retirees two healthcare options, POS II A and POS II B.
Stenger Family Office is a fiduciary financial advisor firm in The Woodlands, TX. Since 1981, the Stenger family has provided financial advice to over 1,200 families in nearly every state. Stenger Family Office and its team of financial advisors in The Woodlands, TX are able to assist you and your family with retirement planning, financial planning, wealth management and investment management.
Senior partners and financial advisors Nick Stenger and Bond Roth will guide your family through our 5-Step Financial Planning Process that analyzes your income, expenses, assets and liabilities, and helps you determine if you have enough saved for retirement.
Hiring a financial advisor in The Woodlands, TX can be a daunting process. We recommend working with a fiduciary financial advisor who can give you unbiased, objective advice and create a financial plan tailored to your needs.
There are many financial advisors in The Woodlands, TX, so finding a financial advisor that meets your needs can be a challenge. Our team of financial planners in The Woodlands can help you identify your challenges and find a financial advisor that meets your needs.
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Learn more about Stenger Wealth Management
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Learn more about Stenger Investment Management
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Learn more about Stenger Tax Advisory
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Learn more about Legacy & Life Law
Top Financial Advisors
“The team at Stenger family Office are incredible. They put true care into every client and make you feel like a part of their family. Look forward to many more years of working with them.”
“These people truly care about their clients. Always stay in touch, always available for any need.”
“We have been part of Stenger group for 30+ years. The group is professional - caring - engaged! We look forward to continuing our relationship!”
“Nick and his team are awesome. They are super responsive and helpful, and go out of their way to make my life easier. I highly recommend this group.”
“We have full confidence with the Stenger Family Office. We have been with them since 1981 and now in retirement are happy for it.”
“The Stenger group is amazing. Ron’s son Nick manages my retirement funds now and is always there when I have a question. They have earned my business for sure.”
Financial Advisors Near Me
Stenger Family Office is owned by Nick Stenger and Bond Roth, financial advisors in The Woodlands, TX Stenger Family Office is a full-service, fiduciary financial advisor firm that can help you create a financial plan and manage your retirement assets. Stenger Family Office also offers comprehensive tax planning and preparation services through Stenger Tax Advisory and estate planning strategies through a third-party law firm, Legacy & Life Law.
With roots dating to 1981, the Stenger Family Office is an experienced group of financial advisors located in The Woodlands, TX and throughout the United States. Financial advisors Nicholas Stenger and Bond Roth lead the team’s financial planning and investment management practices and work closely together with a team of in-house Certified Public Accountants, tax preparers, estate planning, and insurance professionals to help deliver clients a seamless wealth management experience.
Is it worth paying for a financial advisor?
Hiring a financial advisor in The Woodlands, TX can be a time consuming process. We recommend hiring a financial advisor who is a fiduciary and will charge an advisory based fee rather than a commission. When hiring a financial advisor, you want to make sure they will create a financial plan and build a custom investment portfolio that matches your goals. It is worth paying for a financial advisor when you prefer to have a team of experts manage your finances rather than go it alone. Going it alone can prove costly over time, especially if you make a big mistake along the way.
What is the average cost of using a financial advisor?
Most fiduciary financial advisors charge between 0.50-1.50% of your assets under management, typically based on how much you have to invest. Stenger Family Office starts most clients at 1.00% per year and negotiates fees lower as your assets grow.
Contact Us
The Woodlands, TX Financial Advisor
1700 City Plaza Drive
Suite 440
Spring, TX 77389
Hours
Monday–Friday
8:30am–5:30pm
Phone
(630) 912-8431