Stephen C. Schramm, CPA/PFS, CFP®
Principal | Senior Financial Advisor, HBKS Wealth Advisors

Stephen is a Principal in the Stuart, Florida office of HBK and has been with the firm since 2004. Stephen started his professional career with Arthur Andersen & Co. in Orlando, Florida, and Denver, Colorado, where he specialized in the real estate, manufacturing, and financial institution industries. In 1992, Stephen established a public tax and accounting firm. The firm went on to obtain several multi-million dollar tax-service contracts with the federal government. In 1996, Stephen began emphasizing personal financial advisory services based on the belief that a client’s tax and financial issues are interdependent. He believes — and industry experts agree — that the future of the industry is to provide comprehensive services including tax consulting and preparation, investment advisory services, and financial planning. Stephen’s extensive financial knowledge enabled him to become one of a small group of Certified Financial Planners (CFP®) who is also a Certified Public Accountant/Personal Financial Specialist (CPA/PFS).

  • BS, West Virginia University
  • MA, University of Florida
  • Certified Public Accountant; FL
  • Certified Public Accountant; CO
  • Personal Financial Specialist (CPA/PFS)
  • N.A.S.D. Series 7, 63 and 65 Exams (Investment Advisor)
  • Member, Financial Planning Association
  • Member, American Institute of Certified Public Accountants
  • Member, Martin County Estate Planning Council
  • Past Chairman, Board of Directors for the YMCA of the Treasure Coast
  • Member, Florida Institute of Certified Public Accountants
  • Past Chairman and Board Member, Economic Council of Martin County
  • Board Member, House of Hope
Stephen C. Schramm
Stuart, FL