Steve Marcou

My name is Steve Marcou, and I’m a financial advisor based in Indianapolis, Indiana. Beyond helping retired professors achieve their financial goals, I’m passionate about educating my clients about everything that impacts their financial outlook. Whether it’s financial planning, tax-efficient investment strategies, or mutual funds/ETFs, I enjoy sharing my expertise with clients and helping them enjoy retirement with confidence. 

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Indianapolis, Indiana

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How steve works with clients
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 “I take pride in knowing that clients who work with me can enjoy retirement and often become more financially knowledgeable than the average client.” 

Learn more about Steve

How can I help?

Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
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Financial Planning & Analysis

TAKE CONTROL OF YOUR FINANCIAL FUTURE
Personalized wealth management is designed to help our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Steve.

Get to know Steve

Steve Marcou is a Wealth Manager with nearly two decades of experience as a financial advisor. His journey to becoming a financial advisor was inspired by his own experience using one. Seeing the value financial advisors provide in helping others achieve their financial goals, Steve wanted to do the same. 

He began his career in 2006 at AXA Advisors working with insurance companies for four years and then in banking four years after. Having worked through three bear markets over his nearly double-decade career, Steve has a wealth of knowledge in navigating markets and helping retirees manage their assets.

Most recently, he worked at TIAA where he built a passion for working with retired professors managing their 403(b) accounts. Outside of work, Steve is huge on family, friends and his faith. He loves to spend time with his four children. He also loves to stay active and is a big sports fan, with rooting interests for the Cincinnati Reds, Cincinnati Bengals, and the Ohio State Buckeyes. 

Connect with Steve:

CONNECT WITH STEVE

Book a 30-min introductory call with Steve.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Schedule a call today