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Personalized Investment
and Wealth Management
Solutions for a Complex World

Your Trusted Financial Partner

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Every Step of the Way

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With over twenty years of client-focused experience and dedication, we utilize tailored strategies to address the financial needs of our clients.

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We develop and manage low cost investment portfolios with unbiased advice and an investment philosophy striving to provide consistent, long-term growth with a focus on the business cycle and macro-economic trends.

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WHO WE ARE

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Steffes Financial, Ltd. is an independent, fee-only wealth management firm in Overland Park, Kansas.

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WHO WE SERVE

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We specialize in fee-only investment advisory, wealth management and fiduciary services to individuals and families, trusts, local businesses, and qualified retirement plans.

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