A Seasoned Team of Respected Professionals.

Stein & Mann Advisory team-based, client-centric approach allows us to work cooperatively with business owners and their advisors to ensure that the client’s objectives are met.

For more than two decades, Stein & Mann Advisory has forged productive relationships with privately owned companies, both large and small, and leading law, accounting, and financial services firms nationwide.

We look forward to bringing our knowledge and expertise to important client matters and working together to meet planning objectives or to enhance your business success. 

The team at Stein & Mann Advisory consists of professionals of high caliber. They know the technical stuff cold. But more importantly, they understand where their work fits into the bigger picture.