Steffens Financial Corp

Overview

Steffens Financial Corp. is an independent, individual-owned registered investment adviser that began SEC registration in 2026. The firm positions itself as a fee-based wealth manager and capital allocator serving both individual & family and institutional clients. Its advisory scope, as reported, spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is identified as a newly formed adviser and does not list active ESG investing as part of its stated approach.

Assets & Accounts

Public Holdings

Investments & Alternatives