Steve Grogan, CFP®, CPFA
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.
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Macomb, MI
"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."
How can I help?
Retirement Planning
Financial Planning & Analysis
Tax Optimization
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.
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.
Monthly recaps on financial markets. Stay in the loop with Steve.
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.
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.
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.
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.
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.
I follow a framework I call Organize, Explore, Execute. My approach emphasizes transparency and collaboration. I start by organizing your financial picture, then explore goals and opportunities together, and finally execute a structured plan. I see financial planning as an ongoing process rather than a one-time event, which allows us to adjust as priorities evolve.
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.
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.
