Our Team

^{Who We Are}Helping you navigate your way.

As a previous Certified Public Accountant (CPA), Ned Steiger, CFA provides the benefits of his specialized knowledge in tax planning to you. Ned is keenly focused on after-tax returns, and is always mindful of the tax implications of your financial plans. Ned will prioritize strategies that serve your needs and help.

Ned Steiger is a critical thinker and former securities research and trading analyst. He offers an almost fanatical devotion to detail and a meticulous understanding of the intricacies of the market. Ned helps his clients navigate the complex investing world with customized portfolios.

^{Who We Are}A Culture of Integrity

Ethics and integrity are more than buzzwords to Ned Steiger. As a Chartered Financial Analyst (CFA), awarded by the CFA Institute, he completed 1,000 hours studying for a series of three difficult exams with a success rate of less than a 50% in topics about ethics and professional code of conduct as well as investment securities and portfolio management.

^{About Us}Meet The Team

For decades, Ned Steiger has provided wealth planning and portfolio management services to individuals, families, trusts, nonprofits, and institutions. He has advised clients to identify and clarify their financial goals through challenging times such as the dot.com bubble of 2000, the financial crisis of 2008, and the market upheaval brought on by COVID-19.

Ned’s family started Steiger’s, a successful department store in the New England area renowned for outstanding customer service. He brings that same entrepreneurial spirit and client-centric approach to his Wealth Planning Advisors clients. He is always focused on helping his clients create and preserve their wealth and identify the best investment choices for that process.