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Forbes' Best-in-State Wealth Advisors 2018 | 2019 | 2022 | 2023 | 2024

Stephen C. Huggins is proud to be

Named to Forbes' 2024 Best-In-State Wealth Advisors List

Forbes’ Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams rankings are each based on the 12-month period ending June 30 and March 31, respectively, of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  For more information, see

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Small Business Owners

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Families and Retirees

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FRS/City of Tallahassee Employees

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Our Philosophy

We believe in providing a personalized experience by tailoring a long-term investment strategy that reflects your individual needs. Putting it in baseball terms, we believe in “getting base hits – not swinging for the fence at the risk of striking out.” We place a greater emphasis on helping our clients pursue their long-term goals with reasonable risk-adjusted returns while reviewing their portfolio’s progress with them on a periodic basis.
Our Approach