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Dedicated financial professionals committed to guiding your wealth with expertise and care.

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Dedicated financial professionals committed to guiding your wealth with expertise and care.

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Stephen Herrington, CFP®, CFA®, MBA

Stephen Herrington, CFP®, CFA®, MBA

Wealth Advisor

Wealth Advisor
Stephen Herrington brings a rare “triple threat” of experience, credentials, and true client advocacy to Nova Wealth Management, blending rigorous investment analysis, holistic planning, and proactive client service shaped by both institutional experience and a passion for personalized advice.
Stephen holds an MBA from Florida Gulf Coast University and a BA in Marketing from Jacksonville University, as well as both the Certified Financial Planner™ (CFP®) and Chartered Financial Analyst® (CFA®) designations. Before joining Nova in 2025, he guided clients through pivotal financial transitions at large institutions, including Wells Fargo, Regions Bank, and Fifth Third Bank. There, he managed hundreds of client relationships, but found that the traditional model left little time for meaningful, proactive planning—an experience that shaped his conviction that authentic wealth management is only possible with true independence and a tightly managed client roster.
At Nova, Stephen works with a select number of households to ensure every strategy receives the attention, customization, and analytical rigor it deserves. He leverages Nova’s fee-only, fully independent platform not to push prepackaged products, but to scour the global investment landscape for the absolute best fit for each client’s goals. His CFA® background means he knows how the “paint is made”; his CFP® is used to create the masterpiece—melding technical insight with practical application.
Stephen specializes in tax-smart retirement income planning, asset location optimization, multi-state tax strategies, and advanced portfolio design—including alternatives and structured solutions for high-net-worth families in Florida and Texas. His approach is always proactive: designing years-ahead plans to minimize RMD tax bites, maximize legacy, and ensure portfolios are well-coordinated with both market conditions and life events (like major windfalls or legacy transitions). He believes legacy planning should include meeting the whole family—not just the clients—so next generations are prepared, informed, and connected before the time comes.
Stephen’s commitment doesn’t stop with strategy—it’s about relationships. “You are never just a number,” he says. “Limiting my client base allows me to deliver the kind of hands-on, forward-thinking guidance I wish every family could experience, and to be the advisor who spots blind spots and advocates for you and your legacy, not for an institution.”
Outside the office, Stephen finds purpose and joy in his family—his wife and son are his top priority. Together, they enjoy the wide outdoors on their family property, caring for their flock of chickens, ducks, and geese, appreciating every moment that life’s journey brings.
Disclosures: Past performance is not indicative of future results. All investment strategies involve risk. Advice is tailored to individual circumstances; please review our ADV and disclosures.

CFP® Certification Disclosure CFP Board’s certification marks, including CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design), are owned by Certified Financial Planner Board of Standards Center for Financial Planning, Inc. and licensed to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete CFP Board’s initial and ongoing certification requirements to use the certification marks.

CFA® CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute. The CFA designation may only be used by individuals who are CFA Institute Charterholder Members in good standing.

Stephen Herrington Representative Brochure

Credentials & Recognition

Credentials & Recognition

  • Certified Financial Planner (CFP®): Rigorous credential demonstrating expertise in financial planning and client-focused advice.
  •  Chartered Financial Analyst (CFA®): 
  • Master of Business Administration (MBA): 

Why Clients Choose Stephen

Why Clients Choose Stephen

Rare "Triple Threat" Credentials

Combining an MBA with both the CFP®️ and CFA®️ designations, Stephen merges high-level quantitative portfolio design with holistic, personal financial planning.

Tax-Smart & Advanced Structuring

Specializes in multi-state tax strategies, RMD tax containment, asset location, and sophisticated alternatives for high-net-worth families in Florida and Texas.

Proactive Next-Gen Engagement

Maintains a tightly capped client roster to deliver forward-thinking advocacy, ensuring family heirs and next generations are prepared, educated, and aligned well before wealth transfers occur.

insights from Stephen at nova wealth management

insights from Stephen at nova wealth management

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**Where were you on September 11, 2001?**

For so many of us, the answer comes immediately.

We asked members of our Nova team to share their memories of that morning—a day that changed our country and so many lives forever.

Today, we remember those we lost. We honor the first responders and service members who answered the call. And we keep their families in our thoughts.

**We will never forget.**

Where were you when you first heard the news?

#NeverForget #September11 #PatriotDay #HonorAndRemember #FirstResponders #September11th #911Remembrance

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Sep 11

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Open post by nova_wealth_management with ID 17972858033937961
**Where were you on September 11, 2001?** For so many of us, the answer comes immediately. We asked members of our Nova team to share their memories of that morning—a day that changed our country and so many lives forever. Today, we remember those we lost. We honor the first responders and service members who answered the call. And we keep their families in our thoughts. **We will never forget.** Where were you when you first heard the news? #NeverForget #September11 #PatriotDay #HonorAndRemember #FirstResponders #September11th #911Remembrance

62? 67? 70? 🤔

When should you claim Social Security?

There isn’t one age that works for everyone.

Your decision may depend on:

💵 Cash flow
📊 Portfolio withdrawals
❤️ Health & longevity
👫 Spousal considerations
🧾 Taxes
🏦 Other retirement income

Waiting may produce a larger monthly benefit.

Claiming sooner provides income earlier.

But the question isn’t simply:

“Which age gives me the biggest check?”

It’s:

“Which age best fits my retirement plan?”

🔗 Read our latest article through the link in our bio.

#SocialSecurity #SocialSecurityPlanning #RetirementPlanning #RetirementIncome #FinancialPlanning #NovaWealthManagement

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Sep 10

1 0
Open post by nova_wealth_management with ID 17928116064166517
62? 67? 70? 🤔 When should you claim Social Security? There isn’t one age that works for everyone. Your decision may depend on: 💵 Cash flow 📊 Portfolio withdrawals ❤️ Health & longevity 👫 Spousal considerations 🧾 Taxes 🏦 Other retirement income Waiting may produce a larger monthly benefit. Claiming sooner provides income earlier. But the question isn’t simply: “Which age gives me the biggest check?” It’s: “Which age best fits my retirement plan?” 🔗 Read our latest article through the link in our bio. #SocialSecurity #SocialSecurityPlanning #RetirementPlanning #RetirementIncome #FinancialPlanning #NovaWealthManagement

You spent decades building your retirement savings.

Then one day…

the paycheck stops. 💵

So where does your retirement income come from?

Social Security

Pension
Portfolio withdrawals
Cash
Other income

= Your retirement paycheck

Retirement income planning is about coordinating those resources so your savings can help support the life you planned for.

Our latest blog covers:

💰 Portfolio withdrawals
🪣 Bucket strategies
📉 Market downturns
🏦 Cash reserves
📊 Withdrawal rates
🧾 Taxes
🔒 Guaranteed-income considerations

🔗 Read more through the link in our bio.

#RetirementIncomePlanning #RetirementPlanning #RetirementIncome #RetirementSavings #FinancialPlanning #NovaWealthManagement

View Instagram post by nova_wealth_management

Sep 9

1 0
Open post by nova_wealth_management with ID 18086971223300877
You spent decades building your retirement savings. Then one day… the paycheck stops. 💵 So where does your retirement income come from? Social Security Pension Portfolio withdrawals Cash Other income = Your retirement paycheck Retirement income planning is about coordinating those resources so your savings can help support the life you planned for. Our latest blog covers: 💰 Portfolio withdrawals 🪣 Bucket strategies 📉 Market downturns 🏦 Cash reserves 📊 Withdrawal rates 🧾 Taxes 🔒 Guaranteed-income considerations 🔗 Read more through the link in our bio. #RetirementIncomePlanning #RetirementPlanning #RetirementIncome #RetirementSavings #FinancialPlanning #NovaWealthManagement

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