Steven Wykoff

CFP®

MLR Financial Partners

Partner, Financial Advisor

Steven Wykoff

CFP®

MLR Financial Partners

Partner, Financial Advisor

As a fee-only financial planner, I am passionate about helping individuals navigate life and make wise financial decisions. - Steven Wykoff, CFP®

(770) 614-6800

Fee-Only financial planner located in Suwanee, GA, serving Northeast Metro Atlanta including Suwanee, Duluth, Buford, and Braselton, GA.

Steven Wykoff is a Suwanee, GA fee-only financial planner. MLR Financial Partners, a division of Mersereau, Lazenby & Rockas, 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, Steven Wykoff is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Steve joined Mersereau, Lazenby & Rockas in 2005. He received a B.A. in Business Administration from Covenant College and completed the Certified Financial Planner™ Program at Oglethorpe University. Steve manages the RIA services of Mersereau, Lazenby, & Rockas, LLC. He is passionate about helping individuals navigate life and make wise financial decisions. Steve is an active member of the National Association of Personal Financial Advisors (NAPFA), having recently served on the regional board of directors. He is married and has four sons. Steve and his family are active members of their local church.

Steven Wykoff is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a 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

MLR Financial Partners is a fee-only financial planner in Suwanee, GA, serving clients across northeast metro Atlanta including Suwanee, Duluth, Sugar Hill, Buford, Dacula, Flowery Branch, and Braselton. MLR Financial Partners specializes in fee-only personal financial planning, retirement planning, investment management, and tax preparation.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Steven Wykoff is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a 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)
    Steven Wykoff 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.

Contact Steven Wykoff

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Office Locations:

  • 3469 Lawrenceville Suwanee Rd
    Ste B
    Suwanee, GA 30024

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