What Makes Us Different
As a woman-founded and operated business focused on empowering women to achieve financial freedom and live the life they deserve… this is a safe space—because you’re worth it.
Get to Know Donna
“Financial freedom isn’t just about numbers—it’s about having the confidence to make decisions, the security to weather life’s changes, and the ability to create a future you’re excited for.”
Donna Stefans, Esq., AIF®, is the founder of AdviseHer and a powerhouse advocate for women looking to take control of their financial future She specializes in empowering women to make informed, confident decisions about their wealth—whether they’re planning for retirement, managing assets, or navigating life’s transitions. Donna believes that financial planning should be clear, accessible, and, most importantly, tailored to each person’s unique goals.
What Donna Brings to the Table
→ Founder and lead Estate & Elder Law attorney at Stefans Group PC
→ AIF - Accredited Investment Fiduciary
→ Seasoned Wealth Management Advisor
→ President of Summit Tax Advisors, Inc.
Over 20 years of of experience in:
→ Elder Law
→ Estate Planning
→ Special Needs Planning
→ Retirement Income Planning
→ Medicaid Optimization
→ Income Tax & Asset Management
Beyond Her Work With Clients
Donna speaks at events across the country and serves on a number of boards, always empowering women with the knowledge and tools to make informed financial decisions and put all the pieces of their financial life together.
Its one you, one view.
Get to Know Marilyn
“A strong financial plan isn’t about limitations—it’s about possibilities. When you have knowledge, confidence, and options, you gain the freedom to build the future you truly want.”
Marilyn Stefans, EA, CFP®, is passionate about helping women take charge of their financial future with clarity and confidence. With decades of experience as a certified financial professional and tax expert, she specializes in integrating investment strategies with tax planning to help clients maximize their wealth at every stage of life. Marilyn understands that true financial security comes from knowledge and having real choices.
What Marilyn Brings to the Table
→ CFP® Certified Financial Professional with decades of experience
→ EA - Enrolled Agent for the IRS
→ Registered Representative with Cetera Advisor Networks LLC
→ Owner of Summit Tax Advisors, Inc.
Expertise in:
→ Tax planning
→ Investment strategies
→ Wealth maximization for individuals and small businesses
Empowering Women Through Personalized Financial Strategies
Marilyn’s goal is clear: to empower every woman with the tools, clarity, and confidence to take charge of her financial future. Through her work with AdviseHer, Marilyn creates customized financial strategies to help women plan for retirement, navigate major life changes, and make smarter financial decisions.
Backed By
The Stefans Group
The Stefans Group has been securing financial futures and elevating family legacies for decades.
From wealth management and tax prep to estate planning and elder law, the Stefans Group proudly works with individuals to craft holistic life-care plans that provide the peace of mind they deserve.
And as the founder and head attorney of Stefans Group, Donna brings more than 25 years of experience in guiding families through the journey of life to AdviseHer.
ESTATE LAW, WEALTH & TAX
Can’t You See It?
We can. AdviseHer envisions a world where women from all backgrounds can go forward in achieving the lives they desire and deserve. And when women build wealth confidently and unapologetically, our community of financially free sisters celebrate and lift each other up with unwavering support.
Not only can you reach your financial goals – you can exceed them, and use what you have worked so hard for, to fuel your dreams.
More Awaits
You want more? We got it.
With trusted resources and guidance from your partners at AdviseHer, your future looks bright.
Ready to Take Control?
You’re not here by accident—you’re here because you’re ready to step into your power. Let’s start the conversation and build the financial future you deserve.
