Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Steven K
CFP®, Series 63
Edmond, OK
Saxony Capital Management, LLC
Steven Kaestner is a CFP® with 29 years of industry experience, currently serving at Saxony Capital Management, LLC since 2023. He has held roles at multiple firms, including Ironhorse Wealth Management, which he has been associated with for 15 years, and operates his own legal and accounting practice as a CPA and attorney. Kaestner also owns an insurance business unrelated to his advisory work. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, and charitable organizations. The firm employs a multi-team approach and utilizes a range of investment methods including technical and fundamental analysis, supporting discretionary management alongside financial planning and consulting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters