Why Stephen Korving Is One of the Best Financial Advisors Under 40


Stephen Korving was recently nominated as one of the country’s best Financial Advisors Under 40. Here’s a little background on Stephen.

After earning a degree in Finance from Virginia Tech, Stephen joined the prestigious institutional investment advisory firm Cambridge Associates. While there he was asked to join a new group designed to analyze hedge funds for institutional investors and ultra high net worth families.

His father persuaded him to join him at UBS, a major global investment firm headquartered in Switzerland. The goal: to provide regular investors the same level of expertise and care that institutional investors and the very wealthy were getting.  The crash of 2008 showed the risks that the major global investment firms were taking, so Stephen and his team began searching for a better way to serve their clients.  That led to the establishment of Korving & Company, an RIA firm, in 2010 with Stephen as President.

Stephen is a Certified Financial Planner™ Practitioner and a member of the Financial Planning Association.

He is active in a number of civic and charitable organizations, currently serving on the Board of the Portsmouth Museums Foundation and as a community adviser to PARC (Portsmouth Area Resources Coalition).

Part of our firm’s mandate is to help people at all levels of wealth.  When Stephen is not managing the portfolios of his clients, many of whom are widows, he is helping people who are in financial difficulty by showing them how to budget and use their income wisely.

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