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, CFF® 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, beginning with education, which allows clients to make the best choices for themselves and can help them work toward their long-term individual and family goals.
Steven is an Investment Advisor Representative under Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Steven has completed extensive training and holds himself to the highest ethical and educational standards. He also holds a life, health, and property and casualty license with the state of Ohio. Steven understands the complexities of the changing financial climate and is required to make recommendations in your best interest.
Steven considers his family his core strength. He is married with five children, two great-grandchildren and three grandchildren. His wife, Rhonda, works alongside him running the Medicare and insurance side of the business. His sister-in-law, Alicia Enright, is his executive assistant.
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.
