A complete list of active advisors currently associated with Step Forward Financial

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

The firm provides financial planning and investment consultation services to individuals and families and describes its engagement as advice-only rather than discretionary portfolio management. The brochure states the firm does not manage client assets, does not participate in wrap fee programs, and does not take custody of client funds. The firm’s process emphasizes a holistic assessment of clients’ financial status, goals, time horizon and risk tolerance and results in recommended asset allocations. Its stated investment strategy is limited to low-cost index mutual funds and exchange-traded funds, and clients execute trades themselves because the adviser does not accept trading discretion. Notably, the firm offers an hourly fee option (and a modest annual fee) and expressly does not charge percentage-of-assets-under-management fees, an uncommon fee structure for firms in the investment-manager category. The firm is newly formed and its lead adviser holds both CFA and actuarial credentials with prior institutional experience at large life and financial services firms; the brochure also notes a 90-day refund policy and no performance-based fees.

To learn more about the advisors currently working at Step Forward Financial, 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
Nyi Htoon	Lewistown, PA	1

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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.

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