Steven founded Combest Wealth Management with the aim to help people he loves the most. After seeing many of his friends suffer financial setbacks due to poor financial guidance, he decided to rededicate his career doing what he loved to help those he loved. Knowing that with proper advice, they could pursue financial freedom and their life goals, Steven helped them to face their challenges. He understands that some of the biggest questions we all have are related to financial concerns: Am I doing enough for my children? Am I saving enough for my retirement? Am I protecting my family properly? He integrates financial advice that addresses these concerns, bringing the focus back to the basics for clients. His service allows clients to concentrate on what matters most to them—time with family and friends, charitable giving, adventure and more.
This genuine desire to serve others is the foundation and sustaining influence in his firm today. His designation as a CERTIFIED FINANCIAL PLANNER™ professional means that he has undertaken additional education and examinations to better serve his client. This underscores his commitment to putting clients first at all times. Steven honors the trust clients put in him to do what’s right. He has maintained his original focus of fully servicing each client with care and attention. For this reason, he doesn’t embark on large marketing aims; rather, Steven selectively grows the business, relying mostly on referrals from trusted clients who refer those they love. Based in Dallas, he serves clients throughout Texas and the United States.
Because investments are tailored to the unique needs of each individual, the prices are different for every client. Steven discloses any fees or costs upfront with clients. Transparency is a core value throughout every level of the firm.