Macomb, MI
Steve Grogan
Hi, I’m Steve Grogan. My engineering background trained me to think systematically, analyze complex problems, and design efficient solutions — skills that translate well into financial planning. I work with clients to cut through noise, focus on what matters most, and develop practical strategies that are grounded in their priorities.
Steve
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Savvy Investment Team
Wade Montgomery
Wade is a dedicated financial services professional with more than 12 years of experience across banks, Independent Marketing Organizations (IMO)s, insurance carriers, broker‑dealers, and the investment advisory space. A graduate of Ball State University and holder of the Series 7 and 63 licenses, he brings a broad industry perspective and a strong commitment to operational excellence. Wade is driven by building strong partnerships, maintaining clear and consistent communication, and delivering a high‑quality experience for advisors.
I work with clients by breaking down complex financial topics into clear, understandable steps. My goal is to help them see the full picture, explore their options, and make decisions that feel structured and manageable, all in a collaborative, ongoing process.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.We aim to take the ambiguity of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
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Get to know
Steve
Steve Grogan brings the precision of an engineer and the perspective of a seasoned financial advisor to every client relationship. With over a decade of experience in financial planning, Steve works with professionals—especially those in engineering and technology—who value structure, clarity, and a methodical approach to their finances.
His process is centered on simplicity and collaboration: Organize, Explore, Execute. Clients appreciate his straightforward approach and the way he translates complex concepts into understandable, actionable guidance.
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How did you become a financial advisor?
I started my career as a design engineer for a Tier 1 automotive supplier while earning my MBA, which sparked my interest in business and finance. When the automotive industry experienced major disruptions in 2009, I saw an opportunity to apply my analytical skills in a new way — helping people navigate financial questions instead of mechanical ones. I began my advisory career with MassMutual in 2009, later moving to an independent practice before joining Savvy.
What types of clients do you work with?
I primarily work with professionals in engineering, technology, and other analytical fields — people who appreciate structure, clarity, and a methodical approach to their finances. Many of my clients are detail-oriented and data-driven, and they often value having someone who can translate complex financial topics into understandable, actionable information.
What areas of expertise do you have?
My expertise lies in comprehensive financial planning. I focus on integrating investments, taxes, risk management, and retirement considerations into a cohesive approach. I like to approach each client’s financial picture like an engineering project — define objectives, analyze the variables, and design a plan that aligns with what matters most.
What kinds of strategies do you help clients with?
I often work with clients on retirement planning, tax optimization, and risk management. My goal is to make financial decision-making clearer and to help clients understand the reasoning behind each step, so they can feel confident in the process.
What is your favorite part of working with clients?
I enjoy helping clients gain perspective and clarity around their financial lives. I like working alongside them to explore goals, evaluate options, and create a structure that reflects their priorities. It’s rewarding to see clients better understand their finances and feel more confident in the decisions they make.
What is it like partnering with Savvy?
I joined Savvy for a platform that combines independence with innovation. The collaborative, technology-driven environment allows me to focus on working directly with clients while using tools that make planning more organized and easier to engage with.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Steve Grogan is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Steve Grogan are offered through Savvy. Atticus Wealth Management is an independent marketing brand name used by Steve Grogan for advertising and marketing purposes only. Atticus Wealth Management and Savvy are not related or affiliated.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.