Steve Hartel
Wealth Advisor
Maia Wealth in Denver, CO
Compassionate guide for divorced or widowed women navigating financial changes. Empowering mid-late-career professionals & business owners. Fiduciary. LGBTQ ally. I quarterback the relationship between investments, estate planning, and tax planning. My clients control their money, not the other way around.
"If Steve had been alive when I was, I would have been his client because his philosophy to financial planning is similar to mine. He plans ahead!"
Abraham Lincoln, Former President of the United States
Experience
27 years
Specialties
Retirement Planning
Wealth Building
Fiduciary Investment Management
Life Insurance
Legacy Planning
Licenses / Certifications
Accredited Investment Fiduciary® (AIF®)
Investment Advisor Representative (IAR)
Education
MBA in Finance, University of Denver
BSBA in General Business, University of Denver
What inspired you to get into this line of work?
I grew up in a "traditional for the times" household where my mom didn't work outside the home and my dad was the sole breadwinner. He was very controlling and made all the money decisions. I saw how this affected her (and by "affected", I mean "crushed"). I had two sets of twin daughters, and saw every day how society, schools, the media, and others treated girls and women differently. The gender pay gap hasn't really improved much since they were born. I help women be financially fearless.
What's one piece of insight you wish all families knew?
Not once in all these years have I ever had a client who wished they had spent more and saved less for retirement. Planning for retirement is like planning for the most important party in your life, and it's a party that might last for 30 years! Don't think you can just "wing it". Trust me, you need a plan.
What excites you most about working with Addio families?
I am a compassionate guide for any woman who wants to be financially fearless. Maybe you're in a new financial situation because you are divorced or widowed. Maybe you never learned the skills of money management. Maybe you are good with daily financial matters, but your confidence is low when it comes to comprehensive financial planning (investments, retirement, estate, cash flow, tax mitigation, etc.). If any of these strike a chord with you, I am the expert who can help you. Let's chat!
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Connect with Steve Hartel and get answers to all your planning questions.