Education
As a fiduciary financial advisor, I believe education is foundational to long-term financial confidence. Clear information leads to confident decisions. Located in the Twin Valley School District in Berks County, PA we are here to serve the community.
Saving for Retirement is Key.
Living off of your money in Retirement is a very different challenge.
Steve has 23+ years of investment experience and specializes in retirement. Let's get you where you want to go!
As a fee-only AUM fiduciary, I combine financial planning and investment management into one offering. This includes estate and tax planning. I help individuals and families reduce the noise and bring clarity to their financial picture. I specialize in retirement planning and prior to being an advisor, my experience was in investment management. I have been through several market cycles.
For those that are 5 years or less from retirement or in retirement, you have a lot of decisions to make and that's what we are here to help you do.
How can I help?
Steve Elliker, MBA, CFP®, RICP® understands that not everyone’s financial situation looks the same. That’s why I offer a complimentary introductory call to see how I can help you meet your goals. A short call is all you need to get started. Simply go to the top right of the page where it says Contact Us and select the Make an Appointment option. From there you can select a time that works for you.
At the corner of Berks County, Lancaster County, and Chester County, we are a quick jump off the PA Turnpike, Route 176, Route 401, Route 23 and Route 10.
Get your financial journey started today.
My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
