Steve’s personal relationship with God drives his commitment to service through trust, transparency, and faith. Taking this posture into leading his family creates the driving force of his core values & ethics. Learning the “Golden Rule” at an early age, Steve simply believed that was the only way to operate his life and chooses to live that out in every area of his life, most certainly in how he treats and cares for his clients. Steve’s best friend is his lovely wife of 20 years, Rachel. They have five incredible boys, ages 20, 18, 17, 15 and 12. Following in their father’s footsteps, they are both academically and athletically gifted. Steve is a proud leader in his home, church, and community and enjoys every opportunity to guide others in an educational capacity, whether that be regarding personal finances & the power of leverage, or in how to sit on the curve ball when you need to move the runner. While Steve & Rachel spend weekdays working hard to ensure their clients remain financially secure, the family spends weekends enjoying hikes, bike rides, spending time with extended family, and yes of course, lots of baseball.

Among his many accomplishments, Steve is a professional trained speaker and gifted fitness junky & life coach. As a speaker, Steve travels to speak from an educational perspective around the topic of economic mathematics, which is how to leverage a dollar. He says all too often that, “the greatest things about math is that there are no agendas, which is the selling that is so prevalent in this industry, but more importantly math has no emotions, 2+2=4 doesn’t give anyone anxiety.” So, his passion to educate others on tools of the wealthy and how to view both the market and any asset class, as simply a tool to get a job done. When you use the right tools for the right job, you can guarantee success.

As a coach, Steve uses his spiritual gifts of speech, habit control, and gratitude to guide married businessmen with children how to lead themselves, their wives, their families, and their businesses into elite levels of purpose. Having served as deacon at his church for several years, Steve quickly realized the need for masculine leadership among the congregation, which has grown to serve married men & families across the nation.Whether recreationally volunteering in his community or professionally helping his clients secure, grow and preserve their wealth, Steve’s sincerity and passion for continual growth &expansion cannot be duplicated.

"I believe in daily goals and mine is to be a humble servant. This is what serves as my moral compass through a deep connection with God. Our relationships and our health must be prioritized, and I am committed to helping create financial success for all of my clients so they can have and spend their free time on the things that matter most to them."
-Steve Charlton