Steven V. Wise
Founder & President
Steven V. Wise is the President and Co-founder of Beacon Associates LLC, which is a family-owned and operated business. Steven takes his duties very seriously. The client and their families, always come first in his world, beginning with education, which allows them to make the best choices for themselves and can assist them in working towards their long-term individual and family goals.
Steven is an Investment Advisor Representative under Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Steven has completed extensive training and holds himself to the highest ethical and educational standards. He also holds a life, health and property and casualty license with the State of Ohio. Steven understands the complexities of the changing financial climate and is required to make recommendations in your best interest.
Steven is a family guy, the importance of family is his core strength Steven is married with 5 children, two great-grandchildren, and 3 grandchildren. His Wife Rhonda works alongside him running the Medicare and Insurance side of the business. His Sister-in-law Alicia Enright is his executive assistant.
No matter where you are in life, you will find confidence in working with Steven Wise. Steven will evaluate your finances and develop a comprehensive plan for your financial future.
Beacon is a proud member of the Better Business Bureau with an A+ rating and a member of the Maumee Chamber of Commerce.
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services are provided by Advisory Alpha, LLC, an SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Beacon Associates. Beacon Associates is a separate and unaffiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.