Meet the Team at Drexel & Co: Financial Planning in Bel Air, Maryland

At Drexel & Co. Financial Planning, our team is committed to providing clear, values-driven financial advising for individuals, families, and federal employees in Bel Air and across Harford County, Maryland. We believe financial guidance should be straightforward, transparent, and built around your long-term goals.

Meet the Team Guiding Your Financial Future

Our team at Drexel & Co. Financial Planning is dedicated to helping individuals, families, and federal employees in Bel Air, Maryland make confident financial decisions.

With a focus on clear communication and values-driven financial advising, we provide personalized guidance tailored to your goals, your values, and your long-term future. Our approach is built on collaboration, transparency, and helping you move forward with clarity and confidence.

Stephen Hepburn, CFP®

Founder & Financial Advisor

Stephen founded Drexel & Co. Financial Planning after over a decade of experience helping individuals and business owners navigate financial advising with clarity and confidence. He is committed to providing transparent guidance, personalized strategies, and long-term plans tailored to each client’s goals.

Janet Santiago

Business Development Coordinator

Janet serves as the Business Development Coordinator, where she helps build strong client relationships and a organized experience throughout the financial planning process. She focuses on clear communication and helping clients feel confident and cared for at every stage of their financial journey.

Tim Hepburn

Senior Business Operational Strategist

Tim Hepburn serves as Senior Business Operational Strategist, providing operational and administrative support to the advisors who deliver financial advice. He is dedicated to supporting the firm’s day-to-day operations and helping maintain an organized, client-focused experience.

We help individuals and families in Bel Air, Maryland move forward with clear, values-driven financial advising. Our focus is on building long-term relationships through dedicated guidance and personalized strategies aligned with your goals.

Let’s Talk About Your Future

Your financial plan should give you clarity and confidence. At Drexel & Co. Financial Planning, we are here to help you take the next step with a strategy designed around your goals and your future.

Providing clear, values-driven financial guidance that strives to help you plan, grow, and preserve your wealth with confidence.

Contact

2303 Belair Road

Fallston, Maryland, 21047

Opening hours

Monday - Friday : 8AM - 5PM

Saturday - Sunday : Closed

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted in any resident of any other state.

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