Steve  Warta

Steve Warta

| CFP®, ChFC®

Roadmap Wealth Management, LLC

Fee-Only Financial Planner serving the Overland Park, KS area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Insurance Services
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us


Overland Park, KS

Steve Warta is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Steve Warta is a Fee-Only financial planner in Overland Park, KS.  Steve has 30+ years of experience in financial planning and managing investments.  He has been a Certified Financial Planner since 1987 and continues to help individuals become successful with their planning.  Steve is a NAPFA-Registered Financial Advisor with Roadmap Wealth Management, LLC.

Roadmap Wealth Management, LLC (RWM) is a Registered Investment Advisor providing financial planning and investment management for individuals.  RWM uses a fee-only compensation model, which includes an hourly fee for the financial planning and an asset based fee for managing the investments.

CORPORATE MISSION:

To help business owners and pre-retirees over the age of fifty organize complex financial decisions into a strategic financial roadmap that achieves their financial goals and objectives.