Steve Collins
the vision
Introduction
For over 20 years, Steve has worked with his clients to strengthen their finances and help foster a better understanding of their financial situation. He prides himself on being able to take complicated financial matters and simplify them into easy-to-understand concepts.
Steve has built a strong client base of local police and fire fighters. The son of a retired Montgomery County police officer, Steve knows firsthand the many financial decisions facing local first responders today. He has spent the last 20 years learning about their workplace benefits and serving their financial needs.
Our method of helping clients reach their goals:
Organize, Strategize, Maximize™
Your finances can be organized, strategized and maximized, and the process can be simple, neat, rewarding, and fulfilling. Let our team of fiduciary financial planners help you Organize, Strategize, Maximize™ your financial life.
Organize, Strategize, Maximize™
Overview And Experience
As a lifelong resident of Maryland, Steve grew up in Olney and now resides with his wife and 4 sons in Western Howard County. He has a finance degree from the Robert H. Smith School of Business at the University of Maryland. In his spare time, he enjoys spending time with his family, traveling, and coaching his sons’ sports teams.
Steve Collins is an Investor Advisor Representative with Osaic Wealth, Inc. He has been an Investment Advisor since 2009. He worked in an advisor support role from 2000-2008. He currently holds Series 66 and Series 7 licenses as well as life, health, and long-term care insurance licenses.
“I believe that you can never communicate too much. A client wants someone to understand where they are today and where they want to be in the future. As your life changes, you need someone who knows you and can provide personalized advice. Someone to help navigate the financial decisions and complexities of life. My clients take comfort in knowing their financial advisor is always just a phone call away. Communication is paramount”
Let our team of fiduciary financial planners help you Organize, Strategize, Maximize™ your financial life.
over 30 years of experience