Broker Check

How We Are Different


Mission Statement

To help our clients improve their quality of life by maintaining a high standard of personalized service and providing objective, unbiased advice through honest, ethical business practices.


Steve and his staff strive to provide exemplary service to each and every client. Through honest, informed advice and personalized financial planning, he helps you make the most of your retirement years.


While many financial advisors focus on achieving sales quotas and pushing proprietary products, Steve focuses on helping you work toward your goals. As an independent financial advisor, he provides objective advice and analysis, making recommendations based on what’s best for you. Being independent, Steve and his team avoid the conflicts of interest often associated with large brokerage houses pressured to provide products offered by their affiliates.

A Proven Process

Steve helps you make decisions using conservative principles of wealth management. He actively manages your portfolio using a system of recognizing when stock markets may be weakening to potentially preserve your wealth.* He allocates your assets according to your risk tolerance, your investment goals, and your timeframe for achieving those goals. Steve makes risk-averse portfolio recommendations designed to help you achieve long-term financial independence.


Steve’s services are fee-only. Many investors prefer fee-only asset management because it removes the sales commission aspect of financial planning, and helps ensure everyone is focused on one goal - your financial welfare.


Steve looks after your welfare long after your plan is implemented. He continually measures your overall portfolio performance in light of your goals - reviewing and rebalancing when necessary to potentially preserve and protect your wealth, and keep you on track towards financial independence. Steve offers annual personal account and plan reviews, quarterly performance and market update meetings as well as other educational events so that clients understand the advice given and plans provided. Through the years, Steve and his team maintain frequent contact with you, ensuring your planning needs and goals are addressed through every phase of your financial life.

*There is no guarantee that active asset management will outperform a buy and hold approach to investing. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.