Steve Meier
Financial Advisor
Financial Services Representative
Maginn Wealth Advisors
3610 River Crossing Pkwy, Suite 290
Indianapolis, IN 46240
Phone: (317)574-2922
Fax: (317)573-5113
E-mail: smeier@financialpg.com
"You don't get points for predicting rain. You get points for building an ark." - Louis J. Gerstner, Chairman and CEO of IBM
In an environment where it seems that every bank, brokerage firm, and website claims to be specialists in financial planning and wealth management, it is imperative to go beyond rhetoric and offer real answers and solid strategies for clients' most complex financial issues.
Steve Meier earned his Bachelors degree in Communications from Bowling Green State University and his Masters degree in International Relations from Wheaton College Graduate School in Illinois. He earned accreditations as a Certified Financial Manager (CFM), an Accredited Asset Management Specialist (AAMS), and a Chartered Retirement Planning Counselor (CRPC) from the College of Financial Planning. Steve is a Financial Advisor and Registered Representative of New England Securities. He holds his Series 7 and 66 securities licenses in the states of Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Ohio, Texas, Washington, and West Virginia. Steve is also licensed in Life and Health insurance in the states of Florida, Illinois, Indiana, Ohio, and Texas.
With years of experience, Steve offers a wealth of knowledge on financial and retirement planning, investing and wealth management services for individuals, families, executives, and business owners. He understands that achieving financial success is not dependent on individual transactions but rather on determination, focus, perseverance, and planning. Steve believes that every investor is unique and thus requires a personalized course of action. His mission: to provide his clients with the advice, investment options, and resources they need to fully realize their financial dreams.
Steve and his wife Susan have five children and reside in Fishers, Indiana. In their free time they enjoy traveling, international missions, and gardening.