Stephan Shipe, CFP^®

At Scholar Financial Advising we help physicians and individuals with complex financial needs by providing financial advice that they can implement on an hourly project or monthly retainer basis. Our advisors hold at minimum a Ph.D. in Finance and Stephan Shipe, the firm’s lead advisor, is also a CFA charterholder and CFP® Professional. Our mission is to Educate, Empower, and Encourage. We like to think outside of the box and enjoy working on more complex financial situations like those that typically surround high net worth and highly compensated individuals. We believe that clients should manage their own accounts and our role is truly that of an advisor. We look for ways to increase financial efficiency and create plans for our clients to execute that focus on creating a role for every dollar that hits their account. Scholar Financial Advising employs high-quality, experienced financial advisors. All advisors hold, at minimum, a Ph.D. in finance and, through their academic background, have decades of experience researching and teaching a wide range of financial topics. Our hourly rate is $350/hour and average comprehensive plans range from $3,500-$10,000. Monthly retainer services are also available in our Signature Client Program starting at $3,000/month.

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Tangible Assets, Sudden Wealth