Broker Check
Retiring the 4% Rule Social Security: By the Numbers It Was the Best of Times, It Was the Worst of Times

WELCOME TO SIA

"If you don't know where you are going, you'll end up someplace else." ~ Yogi Berra

At Springsteel Investment Advisors, our mission is to understand where you are, where you want to be in the future, and then implement and manage a plan to help you get there. We are tax, investment, and planning professionals, providing integrated financial services for our clients. 

What We Do

We specialize in tax-efficient, low-cost life planning and investment management for families and individuals.

Learn more

How We Act

We are independent, conflict-free fiduciaries, always acting in your best interest..

Learn more

Who We Are

We are investment, planning and tax professionals who take a holistic view of your financial life.

Learn more

Financial Planning

Broad-perspective, goal-based plans for every stage of your life

Learn more

  Asset Management

Personal, professional, diversified investment management

Learn more

Wealth Preservation

Tax-focused wealth management for you and the next generation.

Learn more

Helpful Content

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.