Financial advice that stands the test of time.
Steffes is an independent, fee-only wealth management firm in Overland Park, Kansas.
Concerns we help you overcome.
- Am I on track to retire when I want to?
- How much should I be saving—and where?
- How do I turn my portfolio into steady income in retirement?
- What’s the best way to leave a financial legacy for my family?
- How do I transition out of my business without dropping the ball?
Steady hands for life’s biggest moments.
A life’s work, carried forward with care.
When I took over at Steffes, I didn’t just step into a firm, I stepped into decades of relationships.
My dad built this practice with a simple promise: to do right by people. I watched him live that out with consistency, humility, and care. Today, I bring that same mindset to every client I meet.
My job is to offer the kind of guidance that helps you live fully now, plan wisely for later, and feel supported the entire way. I’d be honored to welcome you in.
FAQ
Common questions we hear.
What makes Steffes Financial different?
At Steffes, we lead with relationships, not products. We don’t believe in one-size-fits-all advice. Instead, we take the time to understand your life and values, then build a plan to match. Our approach is thoughtful, steady, and always tailored to you.
Do you work with business owners?
Yes. We offer 401(k) and Retirement Plans, succession planning, and financial guidance for business transitions. Whether you're scaling, stepping back, or preparing to sell, we help you protect what you’ve built and plan your next steps with confidence.
What if my partner isn’t engaged with finances?
That’s common—and we’re here to help both of you feel informed and confident. We’re patient, never pushy, and skilled at making complex topics feel approachable. Many couples find our process helps them get on the same page.
Where is Steffes Financial located?
We’re based in Overland Park, Kansas, and serve clients both locally and virtually. Many of our client relationships are fully remote—with the same personal service, just over Zoom or phone.
Do you help with taxes?
Yes. As an independent, fee-only financial planning and wealth management firm, we provide strategic tax planning services. We also work closely with your CPA or tax professional and collaborate with your other professionals to keep every piece of your financial picture aligned.
What’s your investment approach?
We focus on long-term, values-based investment management. Our approach is steady, transparent, and built around your goals and risk comfort. As a fee-only financial planner in Overland Park, we don’t earn commissions or sell products—our only incentive is your success.
What services do you offer?
We offer comprehensive financial planning, retirement planning, investment management, and strategic tax and estate planning. We specialize in generational financial planning for Kansas City families seeking lasting peace of mind.
Will my family be protected?
We’re here to make sure of it. We build holistic financial plans that extend beyond one individual. Whether it’s estate strategies, legacy planning, or supporting multiple generations, we help Kansas City families protect what matters most.