O'Keefe Stevens Advisory, Inc.

O'Keefe Stevens Advisory, Inc. O'Keefe Stevens Advisory, Inc. is a SEC registered Investment Advisor focused on value investing.

This social media page is designed for informational purposes only and is not intended to provide specific or personalized financial advice. Disclosure:https://okeefestevens.com/wp-content/uploads/2022/04/Social-Media-Disclaimer.pdf

A lot of families assume they make too much or have too much saved for FAFSA to matter, but that’s not always the case.T...
09/04/2026

A lot of families assume they make too much or have too much saved for FAFSA to matter, but that’s not always the case.

The formula treats income and different types of assets very differently. This example breaks down what actually counts and how it can affect aid eligibility.

Swipe through for a simple look at the math.

⚾️ A great day at the ballpark!We had such a fun time cheering on the Rochester Red Wings today with our clients, famili...
08/30/2026

⚾️ A great day at the ballpark!

We had such a fun time cheering on the Rochester Red Wings today with our clients, families, and team. We’re always grateful for the opportunity to get together outside the office, enjoy some baseball, and spend time with the people who make what we do so meaningful.

Thank you to everyone who joined us — we hope you had as much fun as we did!

Three-peat! We’re proud to mark our third consecutive year on the Greater Rochester Chamber Top 100 list.The Top 100 cel...
08/27/2026

Three-peat! We’re proud to mark our third consecutive year on the Greater Rochester Chamber Top 100 list.

The Top 100 celebrates the fastest-growing, privately owned companies headquartered in the nine-county Greater Rochester region, with rankings based on both dollar and percentage revenue growth.

Thank you to all who contributed to our growth and this recognition. The full rankings will be revealed in November, and we’re looking forward to sharing where we landed!

After going through our financial planning process, many of our clients feel that they have answered the question, “Do I...
08/26/2026

After going through our financial planning process, many of our clients feel that they have answered the question, “Do I have enough?” Once that question has been answered with a confident “yes,” what comes next?

One of our advisors, Grace Stolberg, CFP®, recently authored an article discussing that next chapter and the powerful planning opportunities that come with it.

Want to read the full article? Comment “Next Chapter” and we’ll send it your way.

Another exciting announcement! O’Keefe Stevens Advisory has been named one of America’s top Registered Investment Adviso...
08/25/2026

Another exciting announcement! O’Keefe Stevens Advisory has been named one of America’s top Registered Investment Advisors by Financial Advisor Magazine, ranking #438 nationwide.

We’re proud of the growth behind that number, but we’re even more proud of the trust our clients continue to place in us every day.

We are proud to share that our co-founder, Justin Stevens, CFP®, has been named #26 on the Forbes | SHOOK Best-In-State...
08/24/2026

We are proud to share that our co-founder, Justin Stevens, CFP®, has been named #26 on the Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors list for New York.

A well-deserved recognition of Justin’s commitment to our clients, our team, and the continued growth of O’Keefe Stevens Advisory. Congratulations, Justin! 🎉

ESOP, ESPP. One letter apart, two very different benefits.💸Both can give you ownership in the company you work for, but ...
08/21/2026

ESOP, ESPP. One letter apart, two very different benefits.💸

Both can give you ownership in the company you work for, but how they work (and how they fit into your financial plan) is another story. Swipe for more info.

08/11/2026

We’re excited to announce that O’Keefe Stevens Advisory made the 2026 list!

Since first making the list in 2024, we’ve moved up from #4,570 to #2,769. Thank you to both our team and clients for your role in this incredible accomplishment!

See our rank and the full list at: inc.com/inc5000

08/05/2026

Peter’s entrepreneurial mindset dates back to 1961.

He recognized early on that some of life’s greatest opportunities come from being an owner. Decades later, he’s not only fulfilled his dream of building and owning a business, but he brings that same mindset to the work we do for our clients: seeking ownership in exceptional businesses and investing with a long-term perspective.

Address

1 Bausch And Lomb Place
Rochester, NY
14604

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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