Stephen Mazer
Helping clients bridge the gap between where they are and where they want to be.
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Serving Clients Nationwide
Helping clients bridge the gap between where they are and where they want to be.
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Tax-Smart Accumulation Planning
About Stephen Mazer
Hi, I'm Stephen Mazer. I focus on helping my clients intelligently plan for future financial goals. I bring 30-plus years of work experience to individuals, families and business owners who wish to better connect their values with their financial decisions and actions.Prior to launching Rational Wealth Solutions, I worked in a variety of roles, including account management, life and long-term care insurance and mortgage advising, at several high-profile financial institutions. Earlier in my career, I led a number of entrepreneurial ventures. I believe this wealth of experience has enabled me to take complicated investment concepts and make them easier for clients to understand and apply to their lives.
The name of our company is partially inspired by Dennis Prager’s “Rational Bible” book series. These books are written with clarity and reveal so much wisdom and truth about what can be a very complex subject.
I was born and raised in Birmingham, Alabama (Roll Tide!), and have a bachelor’s degree in history, art history and literature from the University of Texas at Austin. Outside the office, I enjoy boating, travel, a good bourbon and cigars. I reside in Annapolis, Maryland, with my wife and dog. We have two adult daughters. We selected most photos on our company website from my wife’s photography portfolio.
Primary Location
Annapolis, Maryland
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule an introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Rational Wealth Solutions
At Rational Wealth Solutions, we believe that complicated financial matters require clear solutions. Our ideal new clients are mid-to-late career business owners or professionals and their families who are within three to five years of a life-changing event such as a major promotion, sale of a business or retirement.Our INITIAL ENGAGEMENT PROCESS is simple and straightforward.
1️⃣ Let’s talk and get to know each other!
2️⃣ Tell us where you are and where you would like to be financially.
3️⃣ We will share how our services can best help you.
4️⃣ Determine if we are a good fit and begin to work together!
We all know life brings change. We will continually work with you to keep your investments in line with your values and goals.
Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Mr. Mazer maintains a separate business entity, Rational Wealth Solutions, through which he markets services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. For additional information about MPS, including fees and services, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
Education
The University of Texas at Austin, BS, History, Art History, Literature
Hobbies and Interests
- Boating
- Family
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
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Most importantly, great people that oh, btw, provide a fantastic service.
Satisfied Client
Professional and efficient Financial Advisor
Quality Care
Client Centered and Responsive
Versatile Experience and Clear Guidance
Great Duo!
Wealth Manager
Stephen Mazer Review
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