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We offer a range of financial products and services to individuals and business owners, and are proud to offer socially responsible investment options.

Learn more about our Service Options

How We Work

While developing a customized financial program*, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program with the following services:  

  • Investment management, including socially responsible investments
  • Tax planning 
  • Retirement income planning
  • Legacy and estate planning
  • Education planning
  • Cash flow and debt management

*All services are available to fee-based Advisory clients, limited services are available to commission-based clients.

Services offered by Rick Steele and Miranda Petersen through their affiliation with Avantax Investment ServicesSM and Avantax Advisory ServicesSM.