Steffens Financial Corp

Overview

Steffens Financial Corp. is a newly formed, SEC-registered corporate advisory firm that lists an individual owner and presents itself as a capital allocator. The firm provides a mix of financial planning and discretionary portfolio management services tailored to individuals, small businesses, and institutions. Its service set explicitly includes pension consulting and the selection of other advisers, indicating a willingness to coordinate outsourced managers or specialist providers as part of client solutions. The firm says it does not incorporate ESG as an active investment focus and is not operating as a multistate adviser. Fee arrangements are flexible: Steffens Financial Corp. will use AUM-based fees in addition to hourly and fixed-fee engagements, which suggests it can serve both ongoing wealth-management relationships and project-based financial-planning work.

Assets & Accounts

Location & Offices