Clocktower Financial Consulting, LLC is a premier financial consulting firm that empowers businesses to develop targeted consumer finance solutions and go-to-market strategies. With over 15 years of experience in client advisory, wealth management, and financial education, our team is dedicated to simplifying even the most complex financial topics, making them accessible to all. We never lose sight of the human aspect of financial planning and are committed to providing insight that drives success.
Specializing in both fractional and full-time consulting and advisory services, Clocktower Financial Consulting serves as a dedicated partner for wealth management and consumer-facing financial technology brands. We offer practical guidance and targeted solutions to support the growth of organizations looking to scale their operations using our expertise, structured approach, and process-driven frameworks. At Clocktower Financial Consulting, our team not only understands the challenges of building financial solutions but also possesses the skill to propel your personal finance or organizational strategies toward success. Our proven track record and unwavering commitment to excellence establish us as the top choice for financial consulting services.
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"We hired Clocktower to work with our team to better understand our consumer audience. Stephen's blend of financial planning and digital marketing expertise made him uniquely suited to help us improve the value we can offer to our consumers. I highly recommend Stephen."
Stephen and I worked together for over a year. His ability to distill complex financial matters into easy-to-understand concepts stands out whether commenting on markets or nuanced tax matters.
“I would highly recommend Stephen for any financial literacy training as he can tailor his content for any audience.”
"The insights offered by Stephen from his years in the financial industry are invaluable. A pleasure to work with!"
"Stephen has a great understanding of personal finance and the innate ability to make even the most complex topics easily digestible."
Stephen Kates, CFP®
Principal and Founder
Stephen Kates is a CERTIFIED FINANCIAL PLANNER™ and personal finance expert specializing in financial planning, practice management, and financial education.
Stephen is an experienced leader within both wealth management and financial technology organizations. In addition to his work as a financial advisor, Stephen has partnered with major personal finance brands, fintech start-ups, and independent RIAs as a strategic advisor, writer, and spokesperson.
Stephen lives and works in Charlotte, NC with his family.