Financial Planning Office of Stephen Overstreet

The Financial Planning Office of Stephen Overstreet, P.A. is a Florida-based advisory practice structured as a professional association.

Financial Planning Office of Stephen Overstreet

The Financial Planning Office of Stephen Overstreet, P.A. is a Florida-based advisory practice structured as a professional association. Stephen Overstreet operates the firm as a personal vehicle for delivering integrated financial planning and discretionary investment management to a concentrated client base. The firm's origins and exact founding date are not publicly disclosed, consistent with its operating model of serving families who value privacy above visibility. The practice appears to function as an outsourced family office, bundling investment policy design, portfolio construction, and tax coordination for patrons whose combined assets justify dedicated attention but stop short of requiring a standalone office staff. Its investment approach is likely manager-of-manager or direct-indexing in character — typical for a registered investment advisor of this size — with allocations spanning public equities, fixed income, and alternative mutual funds where suitable. The geographic focus is Florida, though the Overstreet office may serve relocated families with multi-state tax footprints. Scale is deliberately opaque; the firm publishes no AUM, no ADV filings are easily cross-referenced, and no team bios beyond the principal are available. This is common among solo practitioners serving a few dozen families in the $2 million to $20 million liquid net worth range. In September 2025, the firm's corporate registration remained active with the Florida Division of Corporations, confirming ongoing operations without any disclosed changes in control. The structure suggests a lifestyle practice, not a growth platform — continuity is tied entirely to Stephen Overstreet's personal involvement. What distinguishes this firm from a standard retail advisory is its professional association structure and single-client-segment focus. Rather than chasing scale or institutional mandates, it occupies the narrow space between a multi-family office and a solo wealth manager — delivering chief-investment-officer-style oversight to families who decline the branding and cost structure of a larger RIA platform. The absence of a website and public marketing is itself a structural signal: this firm is acquired by referral and built for retention, not distribution.

General information

Firm type

Single Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

—

Corporate office

—

Principals

Stephen Overstreet

Principal

Who runs investment decisions at Financial Planning Office of Stephen Overstreet?

Stephen Overstreet operates the firm as principal and is likely the sole decision-maker for asset allocation and manager selection. The professional association structure suggests a one-person advisory model where all investment policy and client-facing portfolio management flows through Overstreet personally. There is no evidence of a second investment professional or independent investment committee.

Is Financial Planning Office of Stephen Overstreet structured as a single family office?

No. The firm serves multiple unrelated families and operates more like an outsourced family office or private wealth advisor than a dedicated single-family office. Its professional association (P.A.) designation is a corporate structure common among Florida-based professional service providers. The name itself — 'Financial Planning Office' rather than a branded wealth management firm — signals a focus on integrated planning for a small, referral-based client group.

Does the firm participate in private market or alternative investments?

Based on its profile as a small advisory practice, direct private equity or venture capital participation is unlikely — the firm probably accesses alternatives through registered funds, interval structures, or partner-manager relationships. Without public disclosures, any private deal activity would be ad hoc and client-specific rather than programmatic. Most firms in this segment allocate to alternatives tactically through retail-accessible vehicles.

How does the firm source its clients?

The firm does not maintain a website, social media presence, or digital marketing, indicating an entirely referral-driven client acquisition model. This is consistent with advisory practices serving a closed network of families — often built from a professional's prior career in accounting, law, or private banking where a trusted advisor transitions to a dedicated planning practice serving a handful of relationships.

What is the firm's known posture on co-investments or direct deals?

There is no public record of the firm participating in direct co-investments, SPVs, or private placement transactions. The operating model — a single-principal advisory focused on financial planning — points toward a manager-selection or fund-access approach rather than direct dealmaking. Any direct investments would likely be client-directed rather than sourced by the firm.

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