Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Steven Combest, CFP, is the founder of Combest Wealth Management. With a deep understanding gained from serving in the financial industry for over 20 years, Steven develops individually tailored financial strategies for clients using a planning-based approach.
While studying electrical engineering at Southern Methodist University in Texas, Steven called to apply for a job and accidentally called Merrill Lynch, who was looking to hire an intern. That conversation led to a job offer, taking him onto a completely new path. While working at Merrill Lynch, Steven saw the powerful connection between working in finance and doing good for others. Tapping into his natural desire to serve others, he completed a degree in economics with a minor in psychology, and began his career as a financial advisor. He later completed a rigorous certification program at SMU in financial planning covering 72 Principal Knowledge Topics, and then passed a 6-hour examination to earned his CERTIFIED FINANCIAL PLANNER™ certification. He is licensed in FINRA series 7 and 66 and holds an insurance license.
Working from a place of genuine concern, Steven identifies obstacles that hold clients back from financial success and designs unique ways for them to gain financial independence. Rather than putting minimum requirements on clients, he focuses on how he can help individuals reach their potential through following sound financial guidance and setting reasonable goals. He has a true servant’s heart.
Originally from Wylie, Texas, Steven and his wife Lauren live in a tight-knit community of Dallas with their daughters. He coaches his daughters’ sports teams and keeps an eye on SMU and University of Texas sports. Steven actively participates in his church and is a member of the Exchange Club of Lake Highlands, an organization that gives back to the community by supporting schools, neighborhood non- profits and first responders.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.