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Personalized Investment

and Wealth Management

Solutions for a Complex World

Your Trusted Financial Partner

Every Step of the Way

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

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

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

We exist to serve our clients, our employees and our community. 

WHO WE SERVE

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