A complete list of active advisors currently associated with Smart Steps Wealth Management LLC

Warmer can help you find a great advisor at Smart Steps Wealth Management LLC or one who fits your needs even better.

Smart Steps Wealth Management serves individuals, trusts, corporations and retirement plans, offering asset management, comprehensive portfolio management, standalone financial planning and ongoing retirement plan consulting for employer plan sponsors. The firm’s services extend to portfolio management for institutional clients, including pension and profit-sharing plans, as described in its advisory agreements. Portfolios are tailored and continuously monitored with periodic rebalancing, and the firm employs a range of analytical methods — including fundamental, quantitative, technical, sector and cyclical analysis — while adhering to duration constraints for fixed income allocations. The brochure discloses the use of derivatives (such as options) in separately managed accounts and notes that margin and short-sale strategies may be used where appropriate, with associated risks disclosed to clients. Compared with peers, Smart Steps is an outlier in maintaining seven offices despite operating as a single‑advisor independent firm with roughly $81.5 million in discretionary AUM and about 278 clients. The firm also highlights its ERISA-aware retirement plan consulting (including recognition of 3(21)/3(38) fiduciary roles) and states it conducts periodic due diligence on third‑party service providers that utilize artificial intelligence or machine‑learning components.

To learn more about the advisors currently working at Smart Steps Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.