Specialized Attention

Trained as a Certified Public Accountant, Ned Steiger 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.

A Complex Investing World

Helping you navigate your way.

Ned Steiger is a critical thinker and former securities research and trading analyst. He offers an almost fanatical devotion to detail, a meticulous understanding of the intricacies of the market, and an in-depth focus on after-tax returns.

Ned helps his clients navigate the complex investing world with customized portfolios.

​Meet Ned 

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Our History

Years of Client-Centric Wealth Planning

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.

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Our Process

Aligning Your Wealth with Purpose

Our process is differentiated by how deeply we seek to understand your passions, values, and aspirations. This allows us to meaningfully contribute to enhancing your quality of life by connecting your financial goals with what is most important to you.

Ned serves as a catalyst for action. He has a way of fostering difficult conversations around critically important topics such as debt management, life insurance, elder care, legacy planning, and more.

Consistently Here for You

As a detail-oriented investor and financial planner, Ned’s clients rely on him to always be consistent. He offers the reassurance that he’ll be there when you need him, especially during important financial moments, such as planning for retirement, the sale of a business, divorce, a job change, a significant family event, or when you want to assess the status of your wealth accumulation strategy.