Steven A. SUIB, RICP®
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.