About Us

Dedicated to helping clients achieve their financial goals.

Our Company

Joseph P. Stephens is a Certified Financial Planner™ professional located in the Algiers area of New Orleans. His company, Stephens Financial Services, which he started in 2007, is an affiliate of the New Orleans based securities firm Dorsey & Company, which has been serving the needs of multiple generations of Gulf South investors since 1959.

For over 17 years Joe has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Joe has dedicated his career to delivering the personalized investment planning services his clients deserve.

Joe began his career as a Financial Advisor with Edward Jones Investments where he developed his fundamental investment knowledge. Joe earned his CFP® certification by completing the College for Financial Planning curriculum, passing a rigorous examination and meeting stringent experience requirements.

More About Joe

  • Member of the Financial Planners Association.
  • A native of New Orleans and active member of his community
  • Member of the Westbank Rotary Club and the Kiwanis Algiers Morning Club

“Helping people one at a time to achieve their financial goals provides great satisfaction in my profession. I am zealous about educating my clients and enjoy the responsibility of caring for them over the years. The client always comes first.”