About Steve Elliker, MBA, CFP®, RICP® – Fiduciary Financial Planner in Morgantown, PA
Owner's Background
I want to impact individuals and families through strategic, thoughtful financial planning and education. As a fee-only fiduciary financial planner serving Morgantown, PA, Elverson, PA and beyond, my goal is to help reduce financial stress and bring clarity to every stage of life. With more than 20 years of experience in the financial services industry, I am equipped to guide you toward a stronger, more confident financial future.
My wife, Amy, and I have been married for over two decades, and we are blessed with four children. As lifelong residents of Berks County, we are proud to call this community home and to support the individuals and families who live here. We reside in Elverson, PA.
Steve Elliker, MBA, CFP®, RICP®
Owner/President
Steve has over 20 years of experience in financial services handling client investments and has a passion for making financial matters easy to understand and reducing the stress that often accompanies financial matters. He is married...
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