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Steven
Weigandt

  • CEO

For Steven, financial advising feels like a lifelong calling. Growing up in Northern Colorado, he always knew he wanted to help people steward their resources wisely. As both owner and advisor, he brings a unique perspective, understanding firsthand the challenges of building and managing wealth. His values of stewardship, liberty, and justice shape his work: caring for what clients have been blessed with, helping them use money as a tool for freedom, and holding himself to the highest standards of excellence.

What Steven enjoys most is guiding people to the best possible outcomes for their lives. Whether simplifying a complex decision or encouraging clients toward freedom, his role is always one of advocacy.

Outside the office, he loves reading, gardening, and spending time with his wife, Savannah, and their kids. He also supports youth and single-mom nonprofits, extending his passion for stewardship into the community. With Christ as his compass and stewardship his calling, Steven believes in caring deeply for what he’s been given and helping his clients do the same.

Articles From Steven

  1. Doing $1M+ in Profit? These Exit Planning Mistakes Can Cost You Millions

  2. More Wealth, Less Taxes: What That Means in Practice

  3. The Risk of Hiring Advisors Who Don’t Coordinate

  4. Why Good Cash-Flowing Businesses Beat Flashy Valuations

Once we talk, you’ll see the difference.

95% of people become ongoing clients after consult.

This figure is based on internal firm data for consults conducted between January 2025 and December 2025. Individual decisions to engage our firm vary based on personal circumstances. Past engagement rates are not indicative of future results and should not be construed as a guarantee of client experience.