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Stephen W. Edkins, CLU®, ChFC®

Stephen W. Edkins, CLU®, ChFC®

Financial Advisor

Main: 216.642.7878

Mr. Edkins is a Financial Advisor at Vantage Financial Group and a Principal of Financial Management Strategies  Steve has more than 30 years experience in the financial services and business consulting areas.  He works to help individuals and business owners better understand how to manage complex financial issues through the use of carefully developed planning solutions.

On an individual basis, Steve works with clients to better understand their current situation and define their personal financial goals and planning objectives.  He then develops plans to help clients attain those goals in areas including investment planning and asset allocation, portfolio management, estate and survivor income planning, disability income, and long term care planning.  For business owners, Steve focuses on employee benefits and retirement plans as well as business succession planning, deferred compensation, and key employee plans.  In addition, the full range of individual services is also available to business owners and their employees.

Steve is a graduate of The Ohio State University and has received the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) professional designations from The American College.  He is a member of the National and Cleveland Associations of Insurance and Financial Advisors (NAIFA) as well as the Society of Financial Service Professionals (SFSP), where he has served in leadership roles over the years.  Steve is a Registered Representative (Series 7) and Investment Adviser Representative through Cetera Advisor Networks LLC, a registered broker/dealer, member FINRA, SIPC, and registered investment adviser.  He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. Steve is licensed to sell Life, Accident & Health, and Annuity insurance in Ohio and several other states.