Stephen Adekeye, CFP®, CFA Theeli Wealth LLC

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About Stephen Adekeye, CFP®, CFA, AIF®, EA

Like you, most of the people I work with have done a good job of saving and building a mission driven organization over the years.

But you aren’t fully convinced that you have saved enough for your personal goals and have the right resources to support your organization’s mission.

Hi, I am Stephen – a Wealth Advisor & Portfolio Manager. I focus on helping mission driven organization owners/stewards navigate towards their personal and business goals so they can be confident they’re making coordinated and correct choices along the way.

My mission is to touch many lives, by deploying all professional resources within my disposal, through the impactful work of people like you who serve others.

To me this is a fulfilling act of obedience and I hold the opportunity to work with you in high esteem.

Theeli Wealth LLC is my project designed to achieve this. Join me and others like you.

My personal background:

I live and work in Virginia with my wife and 2 daughters. We enjoy reading, church involvement and travelling. Each summer through spring, you will find us watching soccer and passionately rooting for our favorite team, Arsenal Football Club.

Having served mission led business and organizations for many years and upped on the dad life, I am familiar with the pressures of balancing competing priorities of planning for my family’s financial future with successfully running a mission driven business.

My professional background:

Experience – Investment Analyst, Investment Strategist, Portfolio Manager, Wealth Advisor, Business Developer, Chief Operating Officer & Managing Director.
Education – MSc Global Finance (NYU Stern Business School & Hong Kong University of Science & Technology), and an MBA (Lagos Business School).
Professional Certifications: I am a CFA Charterholder, a CFP® Certificant, and an Accredited Investment Fiduciary (AIF®).

Licenses: I am enrolled to practice as a U.S. Internal Revenue Service (IRS) Enrolled Agent (EA) and Virginia Life, Health & Annuities agent.

Fun Fact: I have worked, and schooled in 6 countries including USA, UK, Hong Kong, China, Nigeria & South Africa.

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Ideal Clients

  • Christian Business Owners
  • Equity Recipients (RS/RSU SOP ESPP)
  • Non-Profits

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $350+/mo
  • Quarterly Fee: $1050+/qtr
  • Assets Under Management: 1.75%

SEC Records

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