Offering robust plans and financial advice, Steven Jones strives to ensure that his clients have intelligent, comprehensive planning. Having earned his bachelor’s degree in business administration from Colorado State University, Steven returned to his home in St. Louis, Missouri to forge the beginning of his career. He now lives, works, and plays in Denver, Colorado, where he is an independent advisor with Aggregate Wealth Management. His practice specializes in comprehensive financial planning and employer-sponsored retirement plans.
Steven’s approach to financial planning is to work closely with each client to better understand their unique financial situation, goals, and risk tolerance. He then creates a tailor-made financial plan that includes investment strategies, risk management, retirement planning, tax planning, and estate planning strategies.
Steven is dedicated to helping his clients set and achieve their goals by staying current with the latest industry trends and best practices to help ensure that his clients receive the most comprehensive and effective financial planning advice.