Steve Raymond is a CERTIFIED FINANCIAL PLANNER™ professional with more than 9 years of experience assisting investors in the pursuit of financial well-being. Steve earned a master’s degree in business administration, with an emphasis on investments, from the University of Miami, and now specializes in providing professional guidance for retirement and estate planning. Steve is dedicated to delivering an exceptional experience.

Through open dialogue and a clear understanding of financial goals, he builds lasting client relationships by helping clients develop and maintain a sound financial plan to pursue long-term goals.


Steve also assists nonprofit organizations with their endowments, foundations and investment portfolios, paying particular attention to making sure that fiduciary best practices are being followed. He is a faculty member of the IMPACT Foundry, teaching Executive Directors, Development Officers and Board Members about advanced strategies in planned giving.

An outdoor enthusiast, Steve enjoys hiking, cycling, and running. When not in the great outdoors, he pursues reading, traveling, and wine tasting.