George Stefanou is a financial advisor, founder of Stefanou Wealth Management, and author of Two-Comma Wealth: Investment, Tax, and Estate Strategies to Consider When Your Net Worth Exceeds a Million Dollars.

Based in Central Florida, George serves families, retirees, pre-retirees, business owners, and high-net-worth individuals in Orlando, Ormond Beach, and across the United States. His work focuses on helping people with significant wealth make more informed decisions about retirement income, investment strategy, tax-aware planning, estate and legacy considerations, wealth transfer, asset protection, charitable giving, and business transition planning.

George wrote Two-Comma Wealth for individuals and families whose net worth has reached seven figures and who now face more complex financial questions. The ideas in the book come from his real-world experience helping clients think through retirement income, investment strategy, tax considerations, estate and legacy planning, wealth transfer, asset protection, charitable giving, and business transition decisions. The book is especially relevant for people asking: Am I taking income from the right accounts? Are my investments aligned with my retirement goals? Am I being tax-aware? Is my estate plan coordinated with my financial plan? How can my wealth better support my family, my values, and the causes I care about?

Through Stefanou Wealth Management, George helps clients organize the moving parts of a more complex financial life. He believes investment management is important, but only one part of the value a financial advisor should provide. Many clients seek guidance on retirement income planning, estate considerations, wealth transfer, asset protection, charitable giving, and coordinating tax-efficient strategies with their tax and legal professionals.

George provides financial planning services for those with specific planning needs and maintains fiduciary relationships for clients engaged in financial planning. His role is to help bring these pieces together through disciplined wealth planning in a clear plan aligned with each family’s goals.

George has served clients as a financial advisor since 2009, bringing nearly two decades of experience to families, retirees, pre-retirees, business owners, and high-net-worth individuals. He holds the CERTIFIED FINANCIAL PLANNER™ certification, Certified Private Wealth Advisor® designation, Certified Exit Planning Advisor designation, Accredited Asset Management Specialist℠ designation, Chartered Retirement Plans Specialist℠ designation, and Chartered Retirement Planning Counselor℠ designation.

As his practice has grown, George has built a team at Stefanou Wealth Management to help serve clients with a thoughtful, coordinated process. He has also served in leadership and mentoring roles within his firm, supporting other financial advisors while continuing to work directly with clients and families.

George has been recognized by Forbes among Florida’s top financial advisors, including Forbes|SHOOK® Top Next-Gen Wealth Advisors Best-in-State honors in Florida in 2023 and 2024, and Forbes|SHOOK® Best-in-State Wealth Advisor recognition in Florida in 2026.*

A first-generation Greek-American, University of Central Florida alumnus, husband, and father, George believes wealth should do more than grow. It should support the people, priorities, and purpose that matter most. Through his writing and his work with clients, George helps families bring clarity, confidence, and coordination to the wealth they have worked hard to build.