Stephen Gerger

Wealth Manager

Stephen's Story

Joining Arcadia Capital in 2026 with over a decade of experience in the financial services industry, Stephen guides individuals, families, and business owners to and through important financial milestones. He emphasizes the importance of building long-term relationships and developing the mutual trust necessary to work through nuanced situations. Common questions he answers for his clients include:

  • Am I on track to retire comfortably?
  • How should my investments be positioned for long-term growth and stability?
  • What strategies can help reduce taxes over time?
  • How can I protect the wealth I’ve built?
  • What steps should I take to prepare for transferring wealth to the next generation?

After attending Hope College, Stephen returned to Lansing to serve the community he grew up calling home. His work centers on aligning disciplined investment strategies with comprehensive financial planning designed to grow, protect, and transfer wealth over time. His approach integrates retirement planning, tax-efficient investing, risk management, and legacy planning, with strategies built around each client’s goals, values, and long-term priorities.

Outside of work, he enjoys spending time with his wife, Brooke, and their three sons. He serves as an assistant football coach at Mason High School where he mentors student-athletes and reinforces the values of discipline, preparation, and teamwork.

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Ann Arbor | Saline
Address: 123 N. Ann Arbor St. Saline, MI 48176 Phone: 734.429.3971
St. Joseph | Stevensville
Address: 5813 Red Arrow Hwy. Stevensville, MI 49127 Phone: 269.556.0768
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Address: 510 W. 17th St. Holland, MI 49423 Phone: 616.251.1025
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