Who We Are

Steadfast is a word that describes the ideal temperament for navigating your unique financial journey. A journey filled with inevitable peaks and valleys, serenity and storms.

As we all work, plan, and invest to improve our financial wellbeing, we face constant negativity, fear-filled headlines and uncertainty. Facing these challenges is almost impossible alone.

It’s our mission to drive financial outcomes in your life, not just investment returns, so that you can put all of your energy towards something greater than money.

Learn About Steadfast

Meet Our Team

We believe in sound, practical financial strategies. With decades of experience under our belts, the Steadfast team is here to serve you as your expert guide and objective voice of reason.







Retirement Plan Consulting

Navigating the complex world of qualified plans as an employer can seem daunting. We specialize in serving organizations as a 3(21) or 3(38) fiduciary.