Phone:
(248) 848-8048(248) 848-8048
The Blahunka Team at Morgan Stanley
Direct:
(248) 848-8048(248) 848-8048
Our Mission Statement
Whatever your personal aspirations may be, we’ll work together to develop a personalized strategy designed to help you pursue your goals.
OUR APPROACH TO WEALTH MANAGEMENT
Our team understands the unique circumstances our clients encounter when it comes to preserving and growing their wealth. With 15 years of experience, we've built a diverse client base, from C-Suite executives and business owners to physicians and medical professionals, helping to generate unique solutions and income strategies for retirees. As a former CFO, Stephen is well acquainted with the nuances that derive from working with human resource professionals and executives and the challenges they face when it comes to improving employee benefit plans, talent retention, and controlling expenses.
Our clients are much more than a portfolio of assets – they are families with active lives, who seek a team that will provide them with carefully considered guidance on a full range of financial topics.
Our clients are much more than a portfolio of assets – they are families with active lives, who seek a team that will provide them with carefully considered guidance on a full range of financial topics.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
PLAN WITH CONFIDENCE
We can help you map a comprehensive financial plan that adjusts based on the different stages of your life and accounts for your preferences, goals, and life events. Below are some resources to help you get started.
Retirement Planning
The decisions you make about your workplace retirement plan can benefit you for years to come. I'll help you understand and put your resources to work, so you can plan, invest, and ultimately transition to retirement with confidence.
Charitable Giving
For many clients, giving to family or charitable causes is an important goal. I can help you determine the right strategy for realizing such goals while maximizing the value of gifts. It's important to also obtain advice from your legal or tax advisor when deciding which gifting strategy is right for you. If you don't have access to this advice, then I can also help source these professionals when deciding on which strategy is right for you.
Education Planning
With education costs rising, paying for college has become a major life expense that requires smart planning. I can help you plan for these expenses without derailing your long-term objectives.
Tax-Smart Strategies
Tax-Smart Strategies Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of retirement planning. I can help you leverage strategies designed to reduce your taxable income, generate tax-advantaged growth potential in your accounts and keep more of what you've worked so hard to save.
PURSUING YOUR GOALS, TOGETHER
We're committed to providing informed guidance about managing your business and your wealth more effectively in today's global markets.
Succession Planning
Ownership of a business can represent years, sometimes decades of arduous work and commitment. Nevertheless, business owners are often unfamiliar with the complexities and preparation that go into a successful succession strategy. Whether you are contemplating an IPO, merger with another company, private sale, or succession within the family I am here to help you develop and execute a successful exit strategy.
Business Financing & Planning
You have meaningful goals. I can help you reach them. For over 85 years Morgan Stanley has collaborated with individuals, families, businesses, and institutions to deliver services and solutions that help build, preserve, and manage wealth
Equity Compensation 101
When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it is important to understand the details and how it fits into your financial plan.
EXCLUSIVE OFFERS FROM MORGAN STANLEY
Reserved Living & Giving is a tiered complimentary loyalty program with rewards for Morgan Stanley's clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services. As a Reserved member, you will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics. So whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.
To qualify, a client's household must have and maintain $1 million in Eligible Assets and Liabilities or have paid at least $10,000 in annual managed fees/commissions (Compensable Revenue). Annual managed fees/commissions paid is generally defined as revenue generated in fee-based accounts and commissions generated in non-fee-based accounts and is calculated on a rolling 12-month basis. Not all revenue is included. Morgan Stanley reserves the right to exclude certain items of revenue in its sole discretion.
Reserved Offers
Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.
Reserved Insights
Curated insights and articles spanning such topics as Family, Lifestyle, Health & Planning, Travel, and Giving Back
Signature Access
In addition to all Reserved benefits, clients who qualify for our highest tier, Signature Access, are connected to a vetted network of professionals who can craft custom solutions for your family's exceptional needs such as Art Advisory, Private Health Advisory, Cybersecurity, and bespoke travel services.
NEXT
Our NEXT program is specially curated to help our community of young clients discover new insights, connect with peers, and take action towards their impact goals. NEXT members will also enjoy Reserved or Signature Access benefits, depending on their eligibility.
EVERYTHING YOU NEED, ALL IN ONE PLACE
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Spending and Budgeting Tool
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
Total Wealth View
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Location
35055 W. Twelve Mile Rd
Suite 101
Farmington Hills, MI 48331
US
Direct:
(248) 848-8048(248) 848-8048
Meet The Blahunka Team
Matt Blahunka
Financial Advisor, Financial Planning Specialist
Phone:
(952) 830-4351(952) 830-4351
Rachel Harris
Client Relationship Analyst
Phone:
(248) 848-8772(248) 848-8772
Jennifer L. Brown
Portfolio Associate
Phone:
(248) 848-8088(248) 848-8088
About Stephen Blahunka, MBA
Throughout his career, Stephen Blahunka’s experience in various industries has instilled within him the two core principles of his practice: customer service and accountability. His transition into wealth management was founded in the acknowledgement that clients are eager to seek the advice of an accountable and responsible advisor that will guide them with exceptional customer service. Stephen and his team firmly believe in keeping their clients up to date every step of the way through monthly reviews, quarterly portfolio evaluations, and annual investment planning. It’s through this process that his career has not only provided his clients the tools they need to reach their goals but also, lifelong friendships.
A graduate of Central Michigan University with an MBA from Wayne State University, Stephen entered the financial services industry in 2009 with the goal of becoming a trusted partner in the lives of his clients. His practice includes providing guidance for individuals who have lost a significant other and seek sage advice as they navigate this tumultuous time in their lives. As a widower himself, Stephen understands the challenges that derive from these moments with the acknowledgement of how lucky we have been to have shared our lives with someone special to begin with. As a CRPC and a CPFA, Stephen is also able to support the administration of retirement plans for the businesses of his clients.
Outside of work, Stephen enjoys staying active by skiing, biking, and swimming. In addition to athletics, he’s a board member for The Children’s Foundation in Detroit supporting programs focused on mental health, substance use disorder, health equity and pediatric cancer research. He also serves on Central Michigan University’s Pediatric Institutional Review Board which reviews and approves pediatric cancer research at Children’s Hospital of Michigan in partnership with St. Jude Children’s Hospital. A proud parent of two children and a daughter-in-law, Stephen’s family serves as his rock and for his clients, he understands their commitment to their children and grandchildren with providing a legacy for their future.
A graduate of Central Michigan University with an MBA from Wayne State University, Stephen entered the financial services industry in 2009 with the goal of becoming a trusted partner in the lives of his clients. His practice includes providing guidance for individuals who have lost a significant other and seek sage advice as they navigate this tumultuous time in their lives. As a widower himself, Stephen understands the challenges that derive from these moments with the acknowledgement of how lucky we have been to have shared our lives with someone special to begin with. As a CRPC and a CPFA, Stephen is also able to support the administration of retirement plans for the businesses of his clients.
Outside of work, Stephen enjoys staying active by skiing, biking, and swimming. In addition to athletics, he’s a board member for The Children’s Foundation in Detroit supporting programs focused on mental health, substance use disorder, health equity and pediatric cancer research. He also serves on Central Michigan University’s Pediatric Institutional Review Board which reviews and approves pediatric cancer research at Children’s Hospital of Michigan in partnership with St. Jude Children’s Hospital. A proud parent of two children and a daughter-in-law, Stephen’s family serves as his rock and for his clients, he understands their commitment to their children and grandchildren with providing a legacy for their future.
Securities Agent: TN, NC, MD, KY, NY, UT, ND, IL, FL, CO, CA, OH, TX, GA, WI, MN, VA, NE, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 533621
NMLS#: 533621
About Matt Blahunka
As part of the Blahunka Team at Morgan Stanley, I'm dedicated to helping clients achieve their investment goals through personalized planning strategies that support their broader life passions. I believe in open communication and active engagement, tailoring strategies to help meet each client's unique needs. Our team leverages Morgan Stanley's extensive resources to deliver a disciplined investment approach in an ever-evolving economic landscape.
Before transitioning to wealth management, I spent several years as an anesthetist, combining my background in medicine and business to bring a distinct perspective to the financial world. My experience in high-stakes, team-based environments has shaped my commitment to delivering thoughtful, personalized financial guidance.
Based in Minneapolis with my wife, I enjoy staying active outdoors, exploring new destinations, and participating in sports like golf, hockey, running, and cycling.
Before transitioning to wealth management, I spent several years as an anesthetist, combining my background in medicine and business to bring a distinct perspective to the financial world. My experience in high-stakes, team-based environments has shaped my commitment to delivering thoughtful, personalized financial guidance.
Based in Minneapolis with my wife, I enjoy staying active outdoors, exploring new destinations, and participating in sports like golf, hockey, running, and cycling.
Securities Agent: MI, CA, KY, IL, FL, VA, TX, NC, GA, NE, CO, MN, WI, MD, TN, OH, NY, ND, UT; General Securities Representative; Investment Advisor Representative
NMLS#: 2659901
NMLS#: 2659901
Contact Stephen Blahunka, MBA
Contact Matt Blahunka
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact The Blahunka Team today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
