Other office location:
10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053.
DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter.
Our services include (but are not limited to):
E-Bridge Tracking Financial Software,
DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired, we can help.
Let DeCesare Retirement Specialists help you transition from work through life.
|Firm Start Year:||2002|
|Name of Broker/Dealer:||Triad Advisors, LLC|
|Name of Custodial Firm:||Charles Schwab & Co, Inc.|
|States Licensed in:||PA, NJ|
|Number of Years with Current Firm:||16|
|I work with the following types of clients:||Individual Investors|
|Investment Types:||Exchange Traded Funds (ETFs) , Alternative Investments , Bonds , Mutual Funds , FOREX & Currency , Options & Futures , Stocks , Annuities , Insurance , Commodities|
|I can meet clients in the following ways:||At your home , Via phone , Via email , At my office , At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Life , Variable Life , Long Term Care , Variable Annuity , Annuity|
|Financial Organization Memberships:||Financial Services Institute , Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||Foreign Policy Research Institute National Center for Employee Ownership|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Flat Fee , Hourly , Commissions , Based on Assets|
|Fee % Based on Assets:||1%|
|Bachelor of Science in Business Administration - Finance||
LaSalle University - Philadelphia, PA
Advisory Services offered by DeCesare Retirement Specialists. Securities offered through Triad Advisors LLC. Member FINRA/SIPC, who is unaffiliated with DeCesare Retirement Specialists. Member FINRA/SIPC.
About Our Founder
Planning. Protecting. Preserving your retirement.
One of Philadelphia's leading retirement transition specialists, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner® professional who has spent the last decade of his career helping professionals transition into retirement with financial confidence.
His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client's financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement.
Steve is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor, a Registered Representative under Triad Advisors LLC. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, 2017, and 2018 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.
Financial Planning for Individuals
We promise to give you personalized attention and specific recommendations based on your unique financial situation and life goals. We will provide you with strategic recommendations that are always in your best interest. We will communicate with you in a way that will help you understand all of your financial options and how each decision you make will contribute to your financial plan. We will help you simplify the involved financial decisions you need to make today in order to fulfill your needs and desires for your retirement life of tomorrow.
We have devoted our careers to serving the complex financial planning needs of professionals who are faced with the critical decisions involving a pending or existing retirement life. In order to realize your financial and lifestyle goals for the golden years, we will help you design a Retirement Lifestyle Plan. Your Plan will include cost-efficient portfolio construction, wealth management strategies, comprehensive financial planning, insurance needs, tax and estate planning assistance, and ongoing discussions to earn your confidence and help you achieve your goals.
Investment Management & Advice
We have the systems in place to help you succeed. Our process for building wealth is thorough and systematic with an emphasis on managing risk. Unlike conventional financial advisory firms, we employ trend analyses, algorithms, and tactical investment and savings strategies that allow us to help you take advantage of rising markets and protect your capital during market downturns. Our account management activities are systematized to help ensure that your wealth is on track to reach your financial goals.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Bryn Athyn||Bryn Mawr|
|Drexel Hill||Elkins Park|
|Feasterville Trevose||Fort Washington|
|Wallingford||Center City Philadelphia|
Independent wealth manager, retirement planner and president of DeCesare Retirement Specialists, Stephen DeCesare, CFP®, was presented with the 2017 Five Star Wealth Manager Award for the Philadelphia market from Five Star Professional, a market research organization dedicated to defining and promoting professional excellence. This is DeCesares sixth consecutive year of receiving this acknowledgement. These honors will be published in Philadelphia Magazines December 2017 issue.