Steve Schleupner - Stowe VT Financial Planner

As a Stowe VT financial planner, I take pride in developing trusting relationships with my clients and coaching them towards the goal of financial wellness.

I Learn From My Clients Every Day

My financial advising career began in 2002. I was quickly humbled during my very first meeting, when my client broke down in tears because of a forced early retirement resulting from Agent Orange exposure during the Vietnam War. I remember not sleeping that night as I thought about the immense responsibility I now had as his financial advisor, and how my critical role could have life-changing financial implications for his family. Ever since that day, I have come to work committed to coaching my clients through all of the complex pieces of their financial lives and helping them achieve the confidence and clarity that comes with financial wellness. Using a holistic, goals-based approach to financial planning, I teach my clients that financial wellness is beyond product. It stems from instilling good habits and behaviors, increasing savings, and opening their awareness of their unique relationship with money.

Stowe Vermont Financial Planning

For many years I worked for "big name" financial institutions, such as Merrill Lynch and TIAA CREF. Then one day I thought back to my first client and decided to become a true advocate for my clients in a fiduciary relationship. So, I went out on my own and then helped develop the concept of Personal CFO at One Day In July. Instead of seeing each client relationship as a profit quest, I now view each one as an opportunity to deliver value, easing the financial stress that so many people carry.

Education: The First Step in Financial Wellness

Many advisors only focus their efforts on the "what." What product can the client buy? What strategy should I form around the products? Not many advisors, however, answer the "how," "when" and "why" questions. How are taxes paid? When should I start planning for retirement? Why choose this option over the other options? This is the education side of planning - the missing link in our field - and this is what I enjoy the most. I teach clients to become better stewards of their own money.

How to Respond to the Financial Impact of Coronavirus

Relieving Financial Stress

Why People Seek Income Certainty in Retirement

How Can I Save More Money?

How to Build an Emergency Fund

Important Questions to Ask a Financial Advisor

Divorce Financial Planning in Stowe VT

Working as a Stowe VT Financial Planner and a Certified Divorce Coach® I’ve seen many people struggle getting their arms around finances. The theme is consistent, whether I am in Stowe, VT, Frederick, MD, or some other city. Some struggle with making proper adjustments, and forming proper habits. Others struggle with the realties around managing money, which was once their ex-spouse’s role. Here are a few important things to keep in mind.

Part 1: Transition and Cash-Flow
Part 2: Taking Inventory and the Real Cost of Living
Part 3: Liability, Legal Documents, and Beneficiaries

Stowe, Vermont

I was ready for an exciting change, so I sold my financial planning practice in Maryland and moved with my family to beautiful Stowe, Vermont. I love the area, both for its spectacular natural beauty and for its accessibility to so many amazing outdoor activities. My two younger sons are in the Stowe school system, and my older son is pursuing his passion for cars at the Green Mountain Technology Career Center. I enjoy hiking, skiing, road cycling, writing poetry, and reading when I am not trekking my boys to sporting events.

Meeting Locations

My registered office is in Burlington, Vermont. I live in Stowe and can meet in either town. In addition, I have meetings in Frederick, MD, where I lived for many years.

Fast Facts

Education

Frostburg State University

Marymount University

Hometown

Frederick, Maryland

Where I Live Now

Stowe, Vermont

More Photos

How We Are Different
Low-fee index funds. Transparent & fiduciary financial advisors.
Local Financial Advisor
We are in your community We are local.
Investment Management
We tailor to each client. Index funds at the core.
Our Growth
Founded on a simple idea, growing fast.
Dan's Corner
Meaningful musings from our founder.
Fiduciary
Your best interests are our priority.
Low Fees
Our fees are among the lowest in the nation.
Financial Planner
Financial advisor optimizes your financial picture.
U.S. Treasury Bonds
Use Treasury Bonds to reduce risk.
Book Recommendations
Here are some of our favorites
Who We Serve
We work with clients nationwide from all financial backgrounds.
When Should I Invest?
Life transistions = important financial decisions.
Retirement: 401k and More
Retiring? Plan the future you want.
IRA Rollovers
401k Rollovers. IRA Rollovers
Active vs. Passive Investing
We believe there is a winner in this debate.
The Investment Process
How we work: low-cost index funds, personalized attention.
Simplicity
Simplicity is the ultimate sophistication.
Investing: What to Focus On
Low-fee index funds. fee-only advisor.
Switching Financial Advisors
Can be uncomfortable, but an important step.
Advisor Recruiting
We attract top-tier talent. Not your usual firm.
Basic Investing
Let's start with Investing 101.
Understanding Your Financial Statement
Let's break it down to basics.
Index Funds
Broad market exposure, low expense.
Behavioral Finance
Nudge vs. Sludge.
Advanced Investing
Let's geek out on stats and figures.
How Financial Firms Bill
Fee-based vs. fee-only, and lots more.
Who Supports Indexing?
Bogle, Swensen, Buffett, and others.
Transparency
One click to see our fees.
Mutual Funds vs ETFs
Clarifying the difference.
Does Stock Picking Work?
The resaerch says no.
Countering Arguments Against Index Funds
What happens in a down market?
Annuities
Lots of fees, little clarity.
How Do Mutual Funds Work?
Invest in the basket.
How to Relieve Financial Stress
New client? anxiety is normal.
Financial Terms Glossary
Common investment terms you should know.
Firm Comparison
One Day In July vs the competition.
Retired Investing
Retiring? Let us help.
Young Investors
Plant a seed, watch it grow.
High Net Worth Investors
Preserve and grow your wealth.
Investing an Inheritance
Prioritizing and planning for the future.
Widowed Investors
Managing money after a loss.
Female Investors
Your voice needs to be heard. We are listening.
For the Business Owner
Choosing what's best for your business.
Environmental Investing
Carbon intensity, fossil fuels.

Locations

Vermont

New Hampshire

Maryland

United States

Services

Individuals

401k Plans

Institutions

Environmental

Differentiators

Cash Flows

Low Fees

Fiduciary

Dedicated Advisor

Materials

Advisors: Join Us

Careers

Articles on Investing

About the Secure Act

Quarterly Booklets

Resources

Vermont Investment Management

Vermont Retirement Planning

Vermont Wealth Management

Vermont Financial Advisors

Investment Tools

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Steve Schleupner

(301) 514-4499

Burlington, VT Financial Advisor

Hans Smith | Katie Muttitt

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Portsmouth, NH Financial Advisor

Paul Barry

4 Market Street, 2nd Floor

Portsmouth, NH 03801

(603) 531-3773

Frederick, MD Financial Advisor

Available for meetings in Frederick.

Steve Schleupner

(301) 514-4499


Disclosures

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