Steve Meier, AAMS, CRPC
Hello 👋🏼 I’m Steve. I specialize in investment management, retirement planning, and portfolio strategies tailored to help individuals, families, and small business owners achieve their goals. Many of my clients are saving for retirement or their children’s education, while others are already in retirement, focused on protecting their wealth and creating a reliable income stream. I also partner with business owners to design and manage workplace retirement plans that support both them and their employees.
My approach is methodical and personalized, ensuring every plan reflects each client’s unique needs. At the heart of my work is building lasting relationships and helping people move forward with confidence.
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Carmel, IN
“For me, financial advising is about more than numbers, it’s about listening to each client’s story and creating a clear path that helps them feel confident about their future.”
Our Team
At Mosaic Wealth Advisors, our philosophy centers on "Every Piece Matters". We believe effective financial planning goes beyond investments and insurance. Many advisors can focus primarily on product sales, but we take a comprehensive approach that considers taxes, estate planning, risk management, career decisions, and family dynamics. We also prioritize education, taking time to explain the what, when, where, and why of every recommendation. Our team includes advisors with specialized backgrounds in tax planning (CPA), healthcare professions, and life transitions, allowing us to bring relevant experience to complex situations. Â
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How can I help?
Tax Optimization
Financial Planning & Analysis
Investment Management
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Monthly recaps on financial markets. Stay in the loop with Steve.
Get to know Steve
Steve works with individuals, families, and business owners in the areas of financial planning, investment and portfolio management, and retirement services. His primary clients are those saving for their retirement and their children’s education, as well as those in retirement working to both protect their investments and generate a consistent retirement income stream. Steve also works extensively with small business owners and their employees to design, implement and manage workplace retirement plans.
Steve is a 1986 graduate of Bowling Green State University with a Bachelors in Communications. He also graduated from Wheaton College Graduate School in 1990 with a Masters in International Relations. His credentials from the American College for Financial Services include the Accredited Asset Management Specialist (AAMS) designation and the Chartered Retirement Planning Counselor (CRPC) designation.
Steve is passionate about international missions and has traveled to 30 countries, often in the role of providing aid and relief services. His past experience includes working with the International Red Cross and the US government response team for domestic disasters.
Steve resides in Fishers, Indiana with his wife, Susan, and together they have five children and 4 grandchildren. Steve and Susan enjoy traveling and gardening and Steve is an avid hiker and adventurer, including summiting Kilimanjaro, hiking to Everest Base Camp, and traversing the Grand Canyon.
I became a financial advisor out of a genuine desire to help people achieve their goals. I’ve always been drawn to the idea of making a meaningful impact on others’ lives, and financial planning gives me the opportunity to do just that—by helping clients gain clarity, reduce stress, and move forward with confidence in their future.
My expertise is rooted in investment management and comprehensive financial planning. I focus on building strategies that aim to balance growth and protection, while also helping clients connect their investments to their long-term goals. By blending disciplined portfolio management with personalized planning, I endeavor to give clients clarity and confidence in their financial journey.
I work with individuals, families, and business owners who want a trusted partner to help simplify their financial lives. Whether it’s planning for retirement, building a legacy, or managing the unique challenges of running a business, I enjoy tailoring strategies that align with each client’s goals and values.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I typically help clients with retirement planning and investment management strategies. This includes building tailored retirement income plans, aligning portfolios with long-term goals, and adjusting strategies as life and markets evolve. My goal is to simplify complex decisions so clients can feel confident about both their present and future.
I take a methodical, personalized approach with every client. No two financial situations are the same, so I focus on understanding each client’s goals and circumstances before building a strategy. This allows me to create tailored plans that are designed to be both thoughtful and practical, helping clients move forward with clarity and confidence.
My favorite part of working with clients is getting to know their stories. Every client has a unique journey, and I enjoy learning about their experiences, values, and goals. Building that personal connection not only makes the planning process more meaningful, but also allows me to design strategies that truly reflect what matters most to them.
Working with Savvy provides me with a hands-on approach to better support both my business and my clients. The platform helps streamline the operational side of my practice, allowing me to dedicate more time to client conversations and personalized planning. With Savvy’s resources and tools, I can focus on delivering the level of attention and guidance my clients deserve.
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Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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.
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