Our Firm

Our Focus

Whether you are just getting started, have spent years building a career you love, or are running a successful business, we’re here to help you take all the great progress you’ve made and rise to the next level. We enjoy helping clients throughout the country capitalize on opportunities, mitigate risks, and bring clarity to the complexities that wealth can create.

You may be creating wealth at this stage in your life. Or, you may be seeking to preserve what you have built. Whatever your objective, we will invest the time needed to cultivate a deep understanding of your needs and partner with you to develop and implement strategies to confidently accomplish your goals.

Our Mission

Everything we do is centered around helping our clients live the lives they desire. Our mission is to give our clients guidance and create strategies to confidently achieve their goals now and for generations to come.

Our Values

Since the conception of our business, our central focus is making a positive difference in people’s lives. Whether with our clients or in our communities, we are passionate about giving our time for the betterment of others.

Our foundational values include:

  • Being honest and transparent
  • Creating relationships based on mutual trust
  • Empowering others through education
  • Giving back to our communities


verb — darin·ka
| \ d-ah-r-IH-n-k-ah

to give

Giving the Gift of Life-Long Wealth and Financial Security

Empowering You with Guidance and Resources to Live Life to the Fullest

Giving is the heartbeat behind everything we do. Whether we’re creating detailed financial strategies or volunteering in the community, our focus is always centered on giving of ourselves to help others. Our clients are like family to us, so our service to them extends well beyond their financial strategies—we want to educate and empower people so they can confidently make wise decisions for themselves and their families. Through the highs and lows, we’re by their side to uncover opportunities, mitigate risks, and make sure their strategies evolve as their lives do. Because when you work with Darinka Lora-Stepan and Associates, you’re not just getting a partner for today, you’re getting a partner you can count on for life.