Steven A. Starnes


Senior Financial Advisor, Principal


Since 2004, Steve has sought to help clients make good decisions about their finances, so they can pursue and enjoy what is most important to them. He is dedicated to providing personalized, professional investment and financial planning advice.

Steve is a passionate advocate on the subject of financial planning for aging family members. “My grandmother had dementia and started declining around the time I became an advisor,” says Steve. “I’m so glad I was there to help her so she didn’t have to worry about money. This early experience shaped the rest of my career.”

Steve has also been quoted in numerous national publications including The Wall Street Journal, Barron’s, Forbes, Morningstar, USA Today, Time, and Consumer Reports.

Steve is a violinist, and avid supporter of the arts and arts education. Steve serves on the board of the Grand Rapids Symphony and is a member of the Rotary Club of Grand Rapids. He is also the treasurer for his college fraternity’s educational endowment.


MBA, University of Virginia, Darden School of Business

Bachelor of Arts in Economics, University of Michigan

Bachelor of Science in Aerospace Engineering, University of Michigan

Professional Certifications



Areas of Focus

Business Owners

Executives and Professionals


Community Involvement

Economic Club of Grand Rapids

Epsilon Education Endowment

Rethinking Dementia – board member

Rotary Club of Grand Rapids

West Michigan Estate Planning Council