Now is the time to plan your future

Riley A. Stephenson, CFP®

Financial Advisor

With close to a decade of experience in the financial industry, Riley has established himself as
an accomplished and innovative leader and advisor. Working with business owners, professionals and intergenerational families, Riley has the ability to oversee financial transitions and the passage of wealth from one generation to another.


As a part of the Decision Point Wealth Consulting group, Riley helps individuals and families create a comprehensive financial plan designed with their top priorities in mind. You can count on his experience to help you pursue and achieve the financial goals most important to you.

 

Outside the office you can find Riley cooking up a new creation in the kitchen, boating the Intracoastal Waterway, or traveling the world through wine. He loves to stay active, whether it be running with his dog Murphy, golfing, paddle boarding, or playing pitcher for his coed kickball team.

Registered States:
  • FL
  • GA
  • NC
  • NJ
  • OR
  • SC
  • VA
  • WA

Education

  • University of North Carolina Wilmington, B.S., Business Administration: 2011 - 2015
  • North Carolina State University, CFP® Certification Education Program, Financial Planning: 2021 - 2022

Credentials

  • Business Development Specialist
  • CERTIFIED FINANCIAL PLANNER™
  • 40 Under 40 Award Winner, Wilmington Chamber of Commerce

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Legacy planning
Custom portfolios
Executive compensation
Multi-generational families
Entrepreneurs
Professionals
1985 Eastwood Road
Landfall Park North, Suite 110
Wilmington, NC 28403

Email Me