Stephen Herrington, CFP®, CFA®, MBA

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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-based, 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.

Credentials & Recognition

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

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.

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Retiring without children? Your financial plan may need a few extra considerations.

Retirement planning isn`t just about how much you`ve saved.

It`s also about preparing for the unexpected.

💰 Who will help manage your finances if needed?

🏥 Who will make healthcare decisions on your behalf?

📋 Are your estate documents current?

🔐 What safeguards are in place against financial fraud?

❤️ Who or what organizations would you like to benefit from your estate?

For solo retirees, these questions can be especially important.

At Nova Wealth Management, we help clients consider the many pieces of a comprehensive retirement plan.

📖 Read our latest blog through the link in our bio.

#SoloRetirement #RetirementPlanning #FinancialIndependence #EstatePlanning #RetirementIncome #BonitaSprings #NaplesFlorida

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Nov 12

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Retiring without children? Your financial plan may need a few extra considerations.

Retirement planning isn't just about how much you've saved.

It's also about preparing for the unexpected.

💰 Who will help manage your finances if needed?

🏥 Who will make healthcare decisions on your behalf?

📋 Are your estate documents current?

🔐 What safeguards are in place against financial fraud?

❤️ Who or what organizations would you like to benefit from your estate?

For solo retirees, these questions can be especially important.

At Nova Wealth Management, we help clients consider the many pieces of a comprehensive retirement plan.

📖 Read our latest blog through the link in our bio.

#SoloRetirement #RetirementPlanning #FinancialIndependence #EstatePlanning #RetirementIncome #BonitaSprings #NaplesFlorida

Your service matters. So does your financial future.

For veterans and military families, retirement planning may involve benefits and considerations that differ from those of other households.

From VA disability compensation and healthcare benefits to military retirement pay and survivor benefits, understanding how these resources fit together can make a meaningful difference.

💙 At Nova Wealth Management, we`re proud to support our veterans and their families.

And we`re especially proud that our team includes a veteran—wealth advisor and CPA Scott Nelson.

Our latest blog explores how veterans benefits can be incorporated into a broader financial strategy.

📖 Read more through the link in our bio.

Thank you for your service!

#VeteransBenefits #MilitaryFamilies #VeteransFinancialPlanning #FinancialEducation #RetirementPlanning #BonitaSprings #NaplesFlorida #NovaWealthManagement

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Nov 11

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Your service matters. So does your financial future.

For veterans and military families, retirement planning may involve benefits and considerations that differ from those of other households.

From VA disability compensation and healthcare benefits to military retirement pay and survivor benefits, understanding how these resources fit together can make a meaningful difference.

💙 At Nova Wealth Management, we're proud to support our veterans and their families.

And we're especially proud that our team includes a veteran—wealth advisor and CPA Scott Nelson.

Our latest blog explores how veterans benefits can be incorporated into a broader financial strategy.

📖 Read more through the link in our bio.

Thank you for your service!

#VeteransBenefits #MilitaryFamilies #VeteransFinancialPlanning #FinancialEducation #RetirementPlanning #BonitaSprings #NaplesFlorida #NovaWealthManagement

Home of the Free, Because of the Brave. ❤️🤍💙

Today, we honor the courage, commitment, and sacrifices of the men and women who have served our nation.

At Nova Wealth Management, we`re proud to support our veterans and military families.

And today, we`re giving a special shoutout to one of our own! 👏🇺🇸

Scott Nelson, our Wealth Advisor and CPA, is also a veteran!

Scott, thank you for your service and for being part of Team Nova! 💙💛

To every veteran—thank you for your service, your sacrifice, and your dedication to our country.

Happy Veterans Day!

#VeteransDay #ThankYouForYourService #HonorOurVeterans #VeteranPride #MilitaryFamilies #TeamNova #NovaWealthManagement #SupportOurTroops #Veterans

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