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Steven H
ChFC®, Series 63, Series 65
Annapolis, MD
TIAS Planners
Steven Hays is a financial advisor with TIAS Planners in Annapolis, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including over two decades at Royal Alliance Associates, INC. Hays is also the managing partner of Annapolis-Eastport, LLC, a real estate holding company. TIAS Planners provides investment advisory services and comprehensive financial planning to a small client base, emphasizing a passive, asset-allocation approach using index mutual funds and ETFs. The firm’s portfolios are tailored to individual client objectives, and all assets under management are non-discretionary, allowing clients to maintain trading authority while receiving ongoing advice.
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