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, he focuses on one thing- for his clients and communities- Education First. He wants his clients to be well educated on their path to retiring with financial independence.
Steven is an Investment Advisor Representative (IAR) under Virtue Capital Management, VCM, 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. As an IAR designation, 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 of 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, IAR, MBA. 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.