A complete list of active advisors currently associated with SteadyRise Financial LLC

Warmer can help you find a great advisor at SteadyRise Financial LLC or one who fits your needs even better.

SteadyRise Financial LLC provides financial planning and tax preparation services to individuals (including high‑net‑worth clients) and small business owners, with no stated minimum account requirements. The firm's principal is a Certified Public Accountant who prepares federal and state income tax returns and acts as an IRS e-file originator. The firm delivers written or electronic financial plans on a non‑discretionary basis and typically recommends long‑term, passive asset‑allocation strategies grounded in Modern Portfolio Theory, supplemented by fundamental and technical analysis. Financial planning engagements are offered on either fixed‑fee or hourly terms and generally do not include ongoing monitoring unless the client contracts for additional services. Noteworthy aspects include the integration of CPA-led tax preparation with financial planning and membership in the Garrett Planning Network, as well as the firm’s use of both fixed and hourly fee arrangements — features that are relatively uncommon for advisors in this category. SteadyRise does not manage client assets, accept custody or proxy‑voting authority, or participate in private fund or wrap‑fee programs, leaving implementation and account custody to clients and their chosen custodians.

To learn more about the advisors currently working at SteadyRise Financial 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.

Name	Location	Years of experience
Tamana Rajwani	Arlington, VA	0

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