Steve Marcou
Indianapolis, Indiana
“I take pride in knowing that clients who work with me can enjoy retirement and often become more financially knowledgeable than the average client.”
Beyond helping clients achieve their unique financial goals, such as confidently retiring, transferring wealth, and traveling more, Steve is driven by a desire to help his clients become more knowledgeable about their financial situation.
Steve’s expertise spans financial planning, income planning, mutual fund/ETF investing, and retirement planning.
Steve works with high-net-worth individuals who need help with their retirement assets, specifically retired college professors.
After working with my own financial advisor, I realized I loved the idea of being able to help others achieve their financial goals. In 2006, I accepted a job with AXA Advisors working in the insurance industry and then later on in banking at Huntington Bank and JP Morgan. My financial advisor career now spans almost 20 years.
I work with clients who want help managing their retirement assets. I tend to work with a lot of retired college professors.
My primary areas of expertise are financial planning, income planning, mutual fund/ETF investing, and retirement planning.
Each client has unique goals, so I tailor my strategies to fit their needs. Overall, I often help my clients manage their retirement assets while targeting efficient tax strategies to avoid unnecessary taxes, where possible. I also help clients generate income while in retirement, so they can comfortably enjoy their post-retirement lives.
More than anything, I believe my nearly two decades in the industry and having historical visibility into so much change in the markets over the years sets me apart. I’ve navigated my way through about three bear markets, which included supporting clients and their financial needs accordingly. I’m also very keen on educating my clients about their finances. I believe that makes my clients more financially knowledgeable than the average client.
I love seeing clients enjoy retirement with confidence and achieve their unique goals. For some, it’s traveling more. For others, it’s transferring their wealth to family members. No matter the goal, I love helping my clients achieve their aspirations.
I really enjoy the technology that Savvy provides. I also think the innovation and energy of the organization make it an amazing place to work.
Neither Savvy Wealth nor Savvy Advisors compensates directly for testimonials provided by advisors. However, advisors may have an indirect financial incentive to provide testimonials.
