Lydia C. Stephens, CRPC®

 

 

 

Lydia is an experienced Investment Professional who has worked in the financial services industry since 1998. She left Merrill Lynch in 2011 and founded bht wealth management, llc, currently serving as President/CEO. She is a member of Kingdom Advisors, an organization of Christian financial professionals integrating faith and practice for Kingdom impact. She holds a Charter Retirement Planning Counselor designation (“CRPC®”) and is a graduate of Mercer University and Brookstone High School. She has served on numerous church and not-for-profit boards in various capacities.

Lydia' main focus includes:

           

  •  Cash Flow  

 

  •  Faith Based/Moral Investments           

 

  •  Preservation/Enhancement of Capital

 

 

 

 

 

 

 

       Before any financial decisions are made, Lydia considers your whole life and what matters most to you as an individual and/or as a business professional. With this intimate knowledge about what you value most, she is able to help you establish objectives, develop an appropriate strategy and recommend solutions to connect all the pieces of your financial life. She will conduct regular reviews with you to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life. Her goal is to provide you with quality service and respect.

 

 

      Lydia enjoys reading and spending time with her husband and their two children. Her greatest passions are her faith, her family, and helping to make a difference in the lives of others.