Indianapolis, IN
Steve Marcou
My name is Steve Marcou, and I’m a financial advisor based in Indianapolis, Indiana. Beyond helping retired professors achieve their financial goals, I’m passionate about educating my clients about everything that impacts their financial outlook. Whether it’s financial planning, tax-efficient investment strategies, or mutual funds/ETFs, I enjoy sharing my expertise with clients and helping them enjoy retirement with confidence.
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’s team
Savvy Investment Team
Alex Galbo
Alex Galbo is a dedicated Client Services Associate with seven years of experience in the finance industry, beginning his career as a Business Relationship Manager at Bank of America. Holding an Associate’s Degree from BMCC in Manhattan, a Business Administration Degree from Capella University, and an SIE certification, Alex is passionate about delivering exceptional client service, building strong relationships, and expanding his expertise in operations with the career objective of leading an operations team.
He supports advisors by managing tasks such as onboarding clients, opening brokerage accounts, transferring assets, handling money movements, and fulfilling required minimum distributions, allowing advisors to focus on strengthening client relationships. Outside of work, Alex is an avid traveler and self-proclaimed foodie, always eager to explore new restaurants and cuisines.
I take pride in knowing that clients who work with me can enjoy retirement and often become more financially knowledgeable than the average client.
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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.
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.
TAKE CONTROL OF YOUR FINANCIAL FUTURE
Financial Planning & Analysis
Personalized wealth management is designed to help our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Get to know
Steve
Steve Marcou is a Wealth Manager with nearly two decades of experience as a financial advisor. His journey to becoming a financial advisor was inspired by his own experience using one. Seeing the value financial advisors provide in helping others achieve their financial goals, Steve wanted to do the same.
He began his career in 2006 at AXA Advisors working with insurance companies for four years and then in banking four years after. Having worked through three bear markets over his nearly double-decade career, Steve has a wealth of knowledge in navigating markets and helping retirees manage their assets.
Most recently, he worked at TIAA where he built a passion for working with retired professors managing their 403(b) accounts. Outside of work, Steve is huge on family, friends and his faith. He loves to spend time with his four children. He also loves to stay active and is a big sports fan, with rooting interests for the Cincinnati Reds, Cincinnati Bengals, and the Ohio State Buckeyes.
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How did you become a financial advisor?
After working with my own financial advisor, I realized I loved the idea of being able to help others achieve their financial goals. In 2006, I accepted a job with AXA Advisors working in the insurance industry and then later on in banking at Huntington Bank and JP Morgan. My financial advisor career now spans almost 20 years.
What types of clients do you work with?
I work with clients who want help managing their retirement assets. I tend to work with a lot of retired college professors.
What areas of expertise do you have?
My primary areas of expertise are financial planning, income planning, mutual fund/ETF investing, and retirement planning.
What kinds of strategies do you help clients with?
Each client has unique goals, so I tailor my strategies to fit their needs. Overall, I often help my clients manage their retirement assets while targeting efficient tax strategies to avoid unnecessary taxes, where possible. I also help clients generate income while in retirement, so they can comfortably enjoy their post-retirement lives.
What is your favorite part of working with clients?
I love seeing clients enjoy retirement with confidence and achieve their unique goals. For some, it’s traveling more. For others, it’s transferring their wealth to family members. No matter the goal, I love helping my clients achieve their aspirations.
What is it like partnering with Savvy?
I really enjoy the technology that Savvy provides. I also think the innovation and energy of the organization make it an amazing place to work.
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