Meet Steve


Who is Steve Rose?

Trust and integrity are the foundations of a relationship, and earning and preserving the trust of his clients is Steve’s most important responsibility in his practice. He believes in providing his clients with the resources and education needed to allow for the creation of their path to financial independence or true wealth. Steve believes that to be an effective advisor, he must listen to his clients and learn about their situation, experiences and beliefs surrounding their financial life. Establishing goals is only part of the equation – understanding someone’s emotional and personal connection to their finances opens the door to designing the right plan for their success.

Outside of the office, Steve’s No. 1 priority is spending time with his family and friends. He also loves traveling around the world, training in Brazilian jiu-jitsu, attending concerts and snowboarding.



Steve takes great pride in the relationships he has with his clients. Watching the hard work his client’s put into earning their financial freedom or true wealth inspires him to match their energy by creating a plan maximizing their effort. Seeing his clients enjoy their retirement, send their kids to college, buy their dream vacation home, sell their business or create a legacy inspires Steve every day to help as many people as possible.



For Steve, providing financial guidance for his clients comes with the responsibility of always placing their well-being before his own in helping them reach financial independence or their true wealth. He often reminds his clients that he works for them, not a company. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Steve has taken an oath to provide comprehensive financial services to individuals and businesses with integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.



Obtaining the CERTIFIED FINANCIAL PLANNER™ designation is one of Steve’s proudest professional accomplishments since starting his practice in 2005.


Areas of Focus

Steve works with individuals or businesses looking for guidance in the following areas:

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Investment Management
  • Employer Sponsored Retirement Plans

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.