Steve Juetten, CFP® has been a fee-only and fiduciary financial advisor since 2001. For the first 18 of those years, Steve was the Principal of his own RIA firm. At the peak of his business, Steve and eight other teammates served clients. Five years before he targeted his exit from the financial services industry, Steve set in motion a “best fit” plan for his clients, teammates, buyers, and himself to transition his company for a future without his involvement.

He accomplished the first phase of his exit plan in 2020 amidst the COVID-19 pandemic and the remainder of his plan is on-going as he supports his former clients, teammates, and business buyers. Before becoming a financial advisor, Steve worked for more than 25 years with national consulting firms as a project manager and team leader supporting Fortune 500 companies, small and medium-sized businesses, both private and public.

Now Steve relishes the opportunity to guide owners of established service companies to transition their businesses profitably and effectively.

Book your get acquainted call with Steve today.