Steven V. Wise is the President and Co-founder of Beacon Associates LLC, which is a family-owned and operated business. The client and their families always come first to Steven beginning with education, which allows them to make the best choices for themselves and can assist them in working towards their long-term individual and family goals.
Steven is a family man; the importance of family is his core strength. Steven is married with 5 children, and 11 grandchildren. His wife Rhonda works alongside him running the Medicare and Insurance side of the business.
For his education, Steven has earned his Bachelor’s and Master’s degree of Business Administration from Ohio University in Athens. Steven is a Certified Financial Fiduciary (CFF); which by definition, indicates that its holder is obligated to work in the client’s best interests. Steven is an Investment Advisor Representative under Simplicity Wealth, LLC, an SEC Registered Investment Advisor, and a Dave Ramsey certified financial coach. Mr. Wise has completed extensive training and holds himself to the highest ethical and educational standards. He also holds a life, health and property and casualty license with the State of Ohio. Steven understands the complexities of the changing financial climate and is always ready to make recommendations in the client’s best interest.
As a provider of multiple financial, life and health insurance services, Steven promotes “knowledge is power.” Here at Beacon Associates, we emphasize education to our individuals, families, and small business owners. Our purpose is assessing the needs of the individual, family or organization, educating them on their options, establishing measures to help protect our client’s health and finances through every stage of their life or business.
