Financial Advisor in Towson, MD
Steve brings with him over 15 years of helping families with their personal finances. More importantly, Steve is a strong believer in focusing the practice around exceptional client experience and deeply personalized relationships. Steve has worked with ranges of families from low-income through his pro-bono financial planning work to helping ultra-high-net-worth families manage their financial affairs. Through his experiences, Steve realized that his true passion is to work with upper-middle-class families like the one he was raised in. In addition to helping his clients, Steve is passionate about giving back to the community. He currently lives in Eldersburg, MD with his wife Emily, daughter Ryleigh, new son Cole and rescue animals Berger. and Oreo. Steve graduated from the Young Leadership Council which grooms future leaders in the Baltimore Jewish community and spends his free time volunteering with The Associated, a Jewish Philanthropic organization. Steve is a board member of Comprehensive Housing Assistance, Inc. (CHAI) in Baltimore and is on several committees including chairing the investment committee for their multi-million dollar housing development fund.
We are a boutique, independent financial planning firm that helps coach our upper middle class clients towards financial success. We start by getting to know our clients goals then build a holistic, fee-based financial plan. This helps us determine how we can help our clients with investment management, retirement planning, estate planning and evaluating insurance needs. We are currently accepting new clients and would love to meet you!
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