About

Steven Young Financial Planning is fee-only, independent and objective. We do not sell products or earn commissions or referral fees for selling products. This ensures that our advice is unbiased advice that you can count on and trust.

Steven Young CFP®

Steven Young CFP®

Founded in March of 2001, SYFP serves a select group of clients who want a financial planner and investment manager they can trust, who is competent, and who can integrate all aspects of their financial lives into a coherent whole. We make personalized, objective financial advice easily available to everyone, especially people who haven’t been comfortable using a financial advisor.

Fiduciary Responsibility – A Key Difference

As a Registered Investment Advisor, SYFP has a fiduciary responsibilities to our clients. This is a very stringent standard, one that very few professionals offering planning services can match. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence with a client. As a Fiduciary, the financial advisor is legally bound to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

SYFP does not take custody of your investments. We work with an independent custodian, which ensures each client’s assets are held in their own name by an independent firm allowing them to verify account balances, transactions, and performance at anytime.