Stephen Erken, CFP®
Steve Erken is a Registered Investment Advisor Representative, Principal and Founder of Maxele Advisors, LLC, a Registered Investment Advisor. Steve has over 28 years experience in financial planning and wealth management. He is a Certified Financial Planner™ professional and holds a Masters in Business Administration (MBA) from Washington University, St. Louis. Steve resides in Webster Groves, MO with his wife and their 3 children.
WHO WE ARE
Maxele Advisors, LLC is an independently and locally owned Fee Only Registered Investment Advisor in the business of advising and servicing clients in custom financial planning and wealth management.
UNDIVIDED LOYALTY TO OUR CLIENTS - FEE FOR ADVICE AND SERVICE
Steve's philosophy is that client should have a fee-only fiduciary who is only loyal to them and not to brokeage firms, insurance companies or banks.
SPECIALTIES AND SERVICES
- Comprehensive Wealth Management
- Financial Planning
- Retirement Income and Distribution
- Tax Planning
- Risk Management
- Estate Planning
- College Funding Strategies