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Robert Stephen Capital Managment LLC

WELCOME

Robert Stephen Capital Management LLC is a dba of Streeter Moore and Stipe LLC which is a SEC Registered Investment Advisor specializing in financial planning and investment management. Our underlying philosophy is evident during the client process - identify "risk".  Understanding "risk" enables us to develop comprehensive, cohesive financial and investment strategies that allocate assets toward preserving, growing and/or providing lasting wealth for our clients.
 

Our firm is committed to making certain that any and all presented solutions are client-driven and never product-steered.  We are able to accomplish this by being "truly" independent - work with multiple investment custodians and independent providers.  Our loyalty belongs exclusively to our clients. 
 

We invite you to tour our website, where you will find additional information on our risk-first methodology and a wealth of information in the form of newsletter articles, calculators and research reports.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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How much can you afford to pay for a car?

Use this calculator to determine whether you qualify for the different types of IRAs.

Determine whether you should consider refinancing your mortgage.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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