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Gerald Steffes

Posted on Nov 11, 2014 by in Advisors |




My journey is about helping clients gain control of their financial well-being. I believe that patience and discipline are fundamental keys to building wealth. I am a trusted advisor. In 2013, I was honored with the Spirit of Cambridge Award, an award presented to advisors for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. This photo is of my family and me exploring Italy on vacation.

Who we are: Steffes Financial Ltd. is located in Overland Park, Kansas, home to the Overland Park Arboretum and Botanical Gardens, a picturesque 300-acre site dedicated to keeping our city at the forefront of environmental and ecological issues. As an independent, fee-based Registered Investment Advisor, we have the freedom to deploy asset allocation strategies, select money managers, and build portfolios with unbiased objectives. We have three credentialed advisors and two administrative staff working diligently to serve over 175 families and 40 retirement plans. Our firm’s core values are to provide unbiased advice with honesty, fairness, respect, integrity, and an unyielding dedication to keeping our promises.

What we do: We provide independent financial planning, investment advisory, and business consulting services. What sets Steffes Financial apart from the typical financial advisor or sales person is a customized “Financial Roadmap.” We believe that effective management of wealth begins with a well-thought-out, written plan that organizes our clients’ financial information and documents their goals. We continuously monitor economic trends, the risk tolerance and exposure of each client, and most importantly, stay current with their life-long dreams.

Why we do it: Our goal is to be a trusted advisor in our community and to make a positive impact in the lives of our clients.

Gerald Steffes, CPA/PFS, CFP®, AIF® – Steffes Financial, Ltd.

Gerald Steffes, CPA/PFS, CFP®, AIF®– Steffes Financial, Ltd. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Steffes Financial, Ltd., a Registered Investment Advisor. Cambridge Investment Research, Inc. and Steffes Financial, Ltd., are not affiliated entities.

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.1014