A complete list of active advisors currently associated with Springsteel Investment Advisors, LLC

Warmer can help you find a great advisor at Springsteel Investment Advisors, LLC or one who fits your needs even better.

Springsteel Investment Advisors provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), corporations, non‑profits, and retirement plan sponsors and participants. Like most peers in its category, the firm charges percentage‑of‑AUM advisory fees for managed accounts and also offers hourly financial planning engagements. The firm emphasizes a long‑term, fundamentals‑based investment approach, building diversified portfolios across individual equities, mutual funds, ETFs and fixed‑income securities while adjusting allocations to match client objectives and market conditions. Portfolios are implemented on a discretionary basis with ongoing monitoring and custodial arrangements that support consolidated reporting and trade execution. A distinctive element disclosed in the brochure is the firm’s affiliation with an accounting practice, Springsteel PC, which provides tax preparation and planning services (clients are not required to use those services). The firm also combines individual wealth management with retirement‑plan fiduciary offerings (both 3(21) consulting and 3(38) discretionary management) and may engage third‑party reviewers such as Wilshire for plan‑level due diligence, a service mix that is less common among similarly sized advisory firms.

To learn more about the advisors currently working at Springsteel Investment Advisors, 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.