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.

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.

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.

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.

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.