Steven O. Wykoff

Steven O. Wykoff

| CFP

Mersereau, Lazenby & Rockas, LLC

Fee Only Financial Planner Located in Suwanee, GA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

3469 Lawrenceville-Suwanee Rd.
Suite B
Suwanee, GA 30024

Steven Wykoff 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?

Since 1986 our firm has been helping individuals with their tax and financial needs.  We serve clients across metro Atlanta including Suwanee, Johns Creek, and Gwinnett.

Our firm adheres to a strict Fee-Only business model that allows us to serve our clients in a transparent and objective way that is also free from conflicts of interest.

We work alongside our clients to help them understand their financial goals and then build and maintain an investment strategy that is uniquely tailored to fit their needs.  With a staff of 12 our firm is capable of providing uncommon depth and expertise.

For more information please visit our website at
www.AtlantaFeeOnly.com or call us a (770) 614-6800.