Stephen Target, CLU®, ChFC®, AEP® in

Stephen Target, CLU®, ChFC®, AEP®

Login to view DISC.
Managing Partner at Newton One Advisors, LLC
📍 Greater Philadelphia, United States

Stephen Target is the Managing Partner at Newton One, LLC, where he designs custom life insurance solutions for affluent clients focused on wealth transfer, estate liquidity, and business succession. A graduate of Penn State University with CLU and ChFC designations, he has over 35 years of industry experience.

He is dedicated to providing independent, advocacy-based advice to entrepreneurs, physicians, and corporate executives. Stephen co-hosts the "Newton Knowledge" podcast, which explores sophisticated insurance topics, estate planning, and executive benefits, aiming to provide meaningful content to the advisor community and clients.

Stephen was recognized by Forbes/SHOOK as a Top Financial Security Professional in both 2022 and 2023.

Read the full overview →
Experience
36 Years
Current Role
Managing Partner
Location
Greater Philadelphia, United States
Personality Overview

How Stephen shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Stephen cares about

Wealth Transfer
His practice centers on creating solutions for estate liquidity and wealth transfer for affluent individuals, families, and businesses.
Business Succession
Provides advisory services and custom insurance contracts to support business succession plans for closely held private companies.
+5 more topics Login to view topics
Career

Work history

12-2021
Managing Partner
Newton One Advisors, LLC
6-2016 - 12-2021
Partner
Newton One Advisors, LLC
8-2006 - 6-2016
Partner and Chief Operating Officer
1847Financial
1-1990 - 8-2006
Managing Director/Financial Representative
Northwestern Mutual Financial Network/Brown and Knapp
In the press

Media appearances

Newton Knowledge Podcast – Stephen Target, Managing Partner at Newton One Advisors, LLC (with Mark Singer). Featured in Facebook
See now
Education
1985 - 1989
Bachelor of Science (BS)
Penn State University
Chartered Financial Consultant and Chartered Life Underwriter
The American College of Financial Services
1981 - 1985
High School
Harriton Senior High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Stephen. Free, 10 seconds.