Steve is incredibly passionate and competent. Highly recommend
December 2021
Steve cares deeply about his clients and continues to fight for them.
December 2019
Steve is a very personable and professional financial advisor. He has the knowledge and tools necessary to help you build a personalized strategy to plan for your future. I highly recommend The Financial Engineer!
Frustrated with losing your hard-earned money to high taxes and fees? Ever feel you should be doing even better? Not ok with the status quo? Tired of getting financial "advice" from those that are either product-focused or working for an institution? There is a better way... Our mission is to provide independent, unbiased, & proper high net worth financial planning based on your vision, values, & goals. Keep your wealth instead of giving it away to taxes, fees, and loss. ~WHY? Every professional we help will lead to even better and stronger communities - where our kids can grow and add to the prosperity - it’s a big why!!
