Steven S. Meier, AAMS®

Steven S. Meier, AAMS®

Senior Advisor

Primary Office: Carmel
Phone: (317) 688-9500
Fax: (317) 559-9257

Steve works with individuals, families, and business owners in the areas of financial planning, investment and portfolio management, and retirement services. His primary clients are those both saving for their retirement and their children’s education, as well as those in retirement working to both protect their investments and generate a consistent retirement income stream. Steve also works extensively with small business owners and their employees to design, implement and manage workplace retirement plans.

Steve is a 1986 graduate of Bowling Green State University with a BA in interpersonal and public communications. He also graduated from Wheaton College Graduate School in 1990 with a MA in international relations. His credentials from the American College for Financial Services include the Accredited Asset Management Specialist (AAMS) designation and the Chartered Retirement Planning Counselor (CRPC) designation.

Steve is passionate about international missions and has traveled to almost 30 countries, often in the role of providing aid and relief services. His past experience includes working with the International Red Cross and the US government response team for domestic disasters.

Steve resides in Fishers with his wife and together they have five children and a grandchild. Steve and Susan enjoy traveling and gardening and Steve is an avid hiker and adventurer, including summiting Kilimanjaro and hiking the width of the Grand Canyon.