Independent
Secure
As a holistic independent financial advisory, we are dedicated to helping our clients work towards achieving the security in retirement they deserve. We understand the hard work and dedication it takes to build your wealth over a lifetime, and we want to help you on your financial journey.
Steven A. SUIB, RICP®
President
As a fiduciary, Steve believes that his client-centric philosophy has allowed him to develop strong, trusting relationships with his clients.
Road to Independence
Steve’s career began as a chiropractor, driven by his desire to help people. Due to an injury, he had to sell his practice, and later secured a role among some friends in the financial sector. Steve gained valuable experience working at a large firm, however, he quickly realized that the big box company-centric agendas did not serve his clients. Remembering the independence of running his chiropractic practice, Steve understood that the only way he could serve his clients was to become independent and start his own financial practice.
Steve’s passion for creating personalized plans stems from his understanding that every client’s needs are unique. As a fiduciary, Steve believes that his client-centric philosophy has allowed him to develop strong, trusting relationships with his clients. He witnessed firsthand the negative impact of untrustworthy advisors on his parents’ finances, which drove him to prioritize honesty and transparency in his own practice. Steve’s goal with his risk-averse approach is to help his clients protect their assets to work towards the goal of a steady, reliable income in retirement.
Simplify the Process
While the financial world can often be complex and overwhelming, we believe that simple, straightforward solutions are often effective in working towards achieving long-term financial success. By focusing on appropriate investment strategies and risk management, we help our clients work towards achieving their financial goals without what we believe is unnecessary, condescending financial jargon. We strive to provide honest, easy to understand guidance so that you have the keys to help make informed financial decisions.
Preserve And Prosper
Our mission is to help provide risk-averse strategies focused on preserving the wealth that you’ve worked so hard. We are committed to investing the time to help create a customized plan that helps maximize your legacy and simplifies preserving and growing your wealth.
Preservation With Precision
We specialize in offering options aimed at preserving and growing your wealth while minimizing risk. Losses can often hurt much more than gains can help in retirement. We leverage our experience in risk management, developing investment strategies, and financial planning. We help develop customized solutions that prioritize maintaining assets while accounting for rising healthcare costs, inflation, social security planning, and tax efficient strategies.
