Message from Emrich M. Stellar Jr., ChFC, CLU, CBEC
Clients, Friends or Seekers, welcome and thank you for visiting our website!
The team at Stellar Advisor hopes that you get a sense of our "Serve First" philosophy and the scope of our capabilities.
As the founder of our firm, I am proud of our track record of success going back to 1989. After several years working as an auditor for the Pennsylvania Department of the Auditor General, I was fortunate to join a great team and to find some of the best mentors in the business.
"Serve First" can only be truly delivered with deep knowledge, flexible thinking, an open architecture of solutions and a collaborative spirit. We never stop growing and learning so that we can consider and communicate the best options for our clients. We all want trust and choice, but trust can only be real if it comes with an unbiased, open and flexible process that can reach all and implement all appropriate solutions.
Planning capabilities and credentials are only the beginning. We've formed affiliations with talented advisors to bring the best and the brightest to the table. Our firm, in part, is a founding member of The Resource Group, a collaborative group of Lincoln Financial Advisors top 1% of representatives.We are founding members of Lincoln's BII (Business Intelligence Institute) as well as SPSW (Sagemark Private Wealth Services), an initial member of Pinnacle Equity Solutions, the credentialing firm for the CBEC (Certified Business Exit Consultant) credentials.
As the Mid-Atlantic Partner of ESG (Equity Strategies Group), we have access to more than 20 handpicked investment bankers from around the country. We can help business owners raise capital, attract private equity, complete employee stock ownership plans, management buyouts and synergistic sales when appropriate.
We never let a business owner face their "No Mulligan Moment" of exiting their business without quantifying and educating on the gross & net options available. We have the tools to help owners consider mental and financial readiness to slow down or stop. These challenging conversations must be done with an unbiased and flexible approach.
Enjoy your visit to our website, but let's meet to get to know each other. We prefer personal meetings, but we are comfortable with technology and video conferencing to get and keep the ball rolling.
S.W.A.N.: Our goal is and will always be to help our clients Sleep Well At Night!
Contact the team, let's talk.
Best regards,
Emrich M. Stellar Jr., ChFC, CLU, CBEC
