About Me

Steel City Financial Planners is a boutique financial planning business that has a focus on providing great services with a warm and friendly vibe. We have a team of dedicated support staff and experienced financial advisers that are here to help you make the most of your finances.

The Steel City Financial Planners name is a throwback to the Newcastle steel town of old. While we have an old school mantra of “Locals Helping Locals”, our focus remains on improving the future for our clients by building tailored strategies to help turn their financial dreams into reality.