Stephenson Investment Group was built on providing investment management and strategic wealth planning to Lake Charles and the surrounding areas. Founder and CEO James Stephenson started Stephenson Investment Group because he wanted to offer unmatched customer service to his clients. As a financial advisor he saw firsthand how clients were lost in this confusing industry. He is passionate about helping clients and giving them the knowledge and confidence to make smart financial decisions. Now with his own firm he has the ability to help clients with all of their investment needs and is in the position to make positive effective change in people's future with no hidden agenda.  

Simply put, Stephenson Investment Group strives to be a client’s trusted advisor. As an investment firm, our focus is to provide financial goal planning, extensive research on the products we recommend and unbiased opinions that are designed to attain long-term investment results. We achieve this with the highest levels of trust, integrity, and respect. We are dedicated to professionally supporting, educating, and providing informed direction to each client that comes through our door.  

With our expert financial planning comes a decade-long tax practice that allows us to offer an unbeatable service to our clients. This sets us apart from many other firms that cannot offer up to date tax advice as an in-house service. We have the educational background and are committed to staying up-to-date with implications of tax, estate and social security laws in order to provide you with the best financial advice for your situation.