Stephen Gerger CFP®
Wealth Manager
Stephen's Story
Stephen joined Arcadia Capital in 2026 with more than a decade of experience in the financial services industry. He helps individuals, families, and business owners navigate important financial milestones through thoughtful planning and long-term relationships built on trust. Common questions he helps clients answer include:
- Am I on track to retire comfortably?
- How should my investments balance long-term growth and stability?
- What strategies can help reduce taxes over time?
- How can I protect the wealth I’ve built?
- How can I prepare to transfer wealth to the next generation?
A Hope College graduate, Stephen combines disciplined investment strategies with comprehensive financial planning to help clients grow, protect, and transfer their wealth. His approach brings together retirement planning, tax-efficient investing, risk management, and legacy planning around each client’s goals, values, and priorities.
Outside of work, Stephen enjoys spending time with his wife, Brooke, and their three sons. He also serves as an assistant football coach at Mason High School, where he mentors student-athletes and reinforces the values of discipline, preparation, and teamwork.
Address: 123 N. Ann Arbor St. Saline, MI 48176 Phone: 734.429.3971
Address: 5813 Red Arrow Hwy. Stevensville, MI 49127 Phone: 269.556.0768
Address: 510 W. 17th St. Holland, MI 49423 Phone: 616.251.1025
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