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Wealth Managed with Purpose.

Integrated wealth management for individuals and families whose financial lives have become more complex – and more meaningful – than standard advice can support.

Telos Partners is an SEC-registered investment advisory firm delivering institutional-level expertise through deeply personal relationships, creating value in pursuit of purpose, passions, and legacy.

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(tē-los) n. Ultimate aim. Final purpose. The end toward which one moves.
Money is a means to achieve your ultimate aim.
Most financial plans are built around growing a number. We build ours around understanding what that number is in service of. Whether you’re working toward generational security, early retirement, a philanthropic legacy, or the freedom to live on your own terms, your ultimate aim forms the foundation of your financial plan.
The moment wealth becomes meaningful, it also becomes more complex.
Financial decisions become deeply interconnected and increasingly high-stakes, shaped by tax, timing, structure, and long-term intent. Complex needs, when approached with the right knowledge and structure, present opportunities to compound your outcomes.
Your purpose gives your financial plan direction; our expertise and creativity give it traction.
Who We Work With

A strategic partner for a more deliberate approach to wealth.

Telos works with clients whose layered financial situations require unified strategy and responsive planning.

High-Earning Professionals

Managing equity compensation, concentrated positions, and growing wealth that demands a more sophisticated strategy.

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Founders & Entrepreneurs

Navigating pre- or post-exit complexity, alternative investments, and the tax decisions that follow a major liquidity event with technical precision and long-term thinking.

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Families Thinking Generationally

Seeking truly integrated management of investments, tax strategy, estate planning, and generational wealth.

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Our Services
What Sets Us Apart

The Value of Telos

01
Fiduciary
A fiduciary duty to act in your best interest, with the ability to make unconflicted recommendations.
02
Integrated
All disciplines — tax, investment, estate, and giving — are designed to work together.
03
Proactive
Changes in markets, the law, or your life are reflected in your strategy as they occur.
04
Independent
Able to evaluate opportunities, public or private, objectively and based solely on merit.
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Our Advisors

Work directly with the advisors who built your strategy, know your full financial picture, and are actively executing it.
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Peter Hughes

Founding Partner · CFA, CPWA®

Former investment banker and hedge fund portfolio manager with deep expertise in venture capital, exit planning, and integrated wealth strategy.

CFA · Chartered Financial Analyst
CPWA® · Certified Private Wealth Advisor
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Chris Stevenson

Founding Partner · CFA

Former portfolio manager at a $1B single-family office, specializing in customized portfolio construction, alternative investments, and comprehensive financial planning.

CFA · Chartered Financial Analyst
Smiling man with red hair and beard wearing a navy suit jacket and white shirt in an office.

Nick Stecklein

Tax Advisor · CFP®, EA

Experience across tax preparation, financial planning, investment advisory, and private markets platforms — helping clients integrate tax strategy with broader wealth management decisions.

CFP® · Certified Financial Planner
EA · Enrolled Agent
Meet Our Advisors

Insights

Financial Planning

The Ultimate Guide to Equity Compensation (RSUs, ISOs, NSOs, ESPPs)

A clear guide to equity compensation - RSUs, ISOs, NSOs, and ESPPs - covering vesting, taxes, and the planning moves that maximize value while avoiding common mistakes.

September 7, 2025
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Market Commentary

2Q26 Letter: A New Chapter

The launch of Telos Partners marks an exciting new chapter for our firm. We also review the resilient U.S. economy, the AI investment boom, and why disciplined asset allocation remains the foundation of long-term investing.

July 8, 2026
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Market Commentary

3Q25 Letter: Markets Rally, AI in Focus

The third quarter surprised many investors, with a risk-on rally that extended the momentum from May and June.

October 5, 2025
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Market Commentary

2026 Outlook Letter

As we look ahead to 2026, we believe fiscal and monetary policy may be among the most important forces shaping markets over the coming year - both in terms of opportunity and risk.

January 13, 2026
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Find out if Telos is the right fit for your financial life.

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