How much risk are you
comfortable with in retirement?
We Work For You
At Beacon Associates, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.
Steven V. Wise, MBA, CF2® Founder & President
Steven is president and co-founder of Beacon Associates LLC, a family-owned and -operated business. Steven takes his duties seriously. Clients and their families always come first in his world. He empowers clients to make the best choices for themselves and help them work toward their long-term individual and family goals, beginning with education.
Steven is an Investment Adviser Representative who has completed extensive training and holds himself to the highest ethical and educational standards.
Steven considers his family his core strength. He is married with five children and six grandchildren. His wife, Rhonda, works alongside him running the Medicare and Insurance side of the business.
In his spare time, Steven enjoys spending time with his two Australian Labradoodles, Tide Water and Hurley Cayne. You will also find him at his happy place of Myrtle Beach, South Carolina, on the beach or on his boat on the Intracoastal fishing for those elusive redfish and flounder, occasionally catching an angry blue crab stealing the bait.
No matter where you are in life, you will find confidence in working with Steven. He will evaluate your finances and develop a comprehensive plan for your financial future.
Beacon Associates is a proud member of the Better Business Bureau with an A+ rating and a member of the Maumee Chamber of Commerce for 20+ years.
