Steve Cruice

CPA, CFP®

Simply Steward, LLC

Owner/Senior Advisor

Steve Cruice

CPA, CFP®

Simply Steward, LLC

Owner/Senior Advisor

My firm's mission is to help you be the best financial steward you can be by being your independent financial partner to help you navigate the complexities of taxes, investments, insurance, small business and retirement planning. - Steve Cruice, CPA, CFP®

(720) 735-7355

Fee-Only Financial Planner located in Greenwood Village, CO and Louisville, CO and serving clients locally (Denver and Boulder metro areas) and across the country.

Steve Cruice is a fee-only financial planner in the Denver, CO and Louisville, CO metro areas. Simply Steward, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Steve Cruice will never be paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Since you are looking to Fee-Only Network for an advisor, you are someone who recognizes the value in having an independent, fiduciary financial partner that’s looking out for your best interest. You probably have neither the time or desire to manage investments, stay on top of the tax code, and continuously update your financial plan as life changes. You have a career to exel in, a retirement to enjoy, or family to spend time with.

I’ve always had a passion for helping people manage two of life’s two most important resources, time and money. As a former accountant, I was approached frequently by people with tax or personal finance questions. I found that helping these people succeed was something I loved. Ultimately, this love for helping people with their personal finance questions is what led me to a career in tax-focused, comprehensive personal financial planning. I founded Simply Steward, LLC with one goal in mind: to provide fee-only fiduciary advice to professionals and small businesses in the Denver and Louisville, Colorado areas. By using technology, I also offer services to clients outside of the immediate Denver and Boulder metro areas.  

While I am the sole advisor of Simply Steward, I am part of a network of over 140 advisors through the Alliance of Comprehensive Planners. This network of other CPAs and CFP® professionals provides me with the resources of a much larger firm while allowing me to maintain the personal level of service you deserve from your financial planner. Let's have a conversation about whether Simply Steward may be a good fit for you.

Steve Cruice is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

We work with people who realize they are not being the best manager, or steward, of money that they could be. There are two reasons most people are not maximizing their financial resources. The first is a lack of time - most people would rather be spending time growing in their career, spending time with family, and enjoying life. This issue is particularly important for the busy professional or business owner. The second is a lack of knowledge - the financial landscape is extremely complex when layering in investment, tax, insurance, estate, and retirement planning. We personally believe that God expects us to be good financial stewards. You may not share this belief, but it is hard to deny that good financial stewardship is important because of the many people that it impacts: your future self, your family, your community, and the charitable organizations that are dear to your heart. We want to work with people that share our stewarship mindset. If that is you, let's talk about whether Simply Steward can help you be a good steward of two of life's most important resources: time and money.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Tax Planning
  • Investment Management
  • Small Business Planning
  • Retirement Income Planning

Ideal Clients

  • Business Owners and Executives
  • Mid-career Professionals
  • Stewardship Mindset

Working Together

  • Complimentary Initial Consultation
  • No Investable Asset Minimums
  • No Product Sales
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Steve Cruice is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Steve Cruice is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Alliance of Comprehensive Planners
    Steve Cruice is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

Contact Steve Cruice

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Office Locations:

  • 7350 E Progress Place
    Suite 100
    Greenwood Village, CO 80111
  • 357 McCaslin Blvd
    Suite 200
    Louisville, CO 80027

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