Steve Jacobsmeier, CFP®, ChFC®, CLU®


In a career spanning over 25 years, Steve has worked with his clients to deliver financial services and excellent results in a way that provides them with the opportunity to live financially secure and purposeful lives. He advocates for his clients and strives to build strong relationships helping them achieve their goals through comprehensive financial planning and a disciplined investment approach.

Steve earned his Bachelor of Arts in Business Administration from Baldwin Wallace University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He also holds a Certificate in Financial Planning from Merrimack College. Steve is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and has earned several professional designations from The American College: Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).

Steve grew up in Honeoye Falls, NY, and relocated to Massachusetts in 1994. He lives in Westford, MA, with his wife Ann and two boys. He enjoys family activities, rooting for sports teams, the beach, fishing, golf, softball, and concerts.

“I cannot guarantee what the future will hold, but I can guarantee you will get my best efforts and open, frank communication – I will always act in your best interest.”

Schedule a complimentary consultation today. No cost or obligation. Just honest and objective conversation and advice for all of your financial questions.