Who We Are -- Biography & Background
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Our firm's founder and president, Steve M. Visser, has been successfully engaged in the financial services field since 1999. Over 150 families have chosen Mr. Visser and his firm as their financial partner to help them plan their retirement strategy and manage their investments.
Mr. Visser specializes in retirement planning and IRA investment strategies. He specifically educates his clients on how to help protect their money from inflation, taxes, and market downturns. He believes strongly that financial planning combined with proactive investment management is the best way for retirees to work toward achieving financial stability in retirement. He believes that retirees should have a portion of their retirement income that is guaranteed for life and is protected from a market downturn, but still has the potential to grow. Mr. Visser does not offer proprietary products, but as an independent advisor, is free to offer you access to the full spectrum of financial products available in the marketplace. We have access to thousands of mutual funds, insurance products, and individual securities to help you customize your ideal strategy.
In 2009, Mr. Visser accepted a partnership offer with OnPath Financial, LLC, one of the fastest growing wealth management teams in the Chicago area. With 2 branch locations, and a dozen advisors who manage over $250 million in client assets, we have the combined resources to handle all of your financial planning needs. Mr. Visser continues to work directly for his clients and is now a partner with OnPath Financial, LLC and the Naperville Branch Manager. Mr. Visser is a local Naperville resident and attends Naperville Presbyterian Church with his wife Amy. He is an active member in the Naperville Chamber of Commerce, the founder of a local business networking group for Chicagoland professionals, and the proud father of his two children, Samuel and Katelyn. |
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