Susie Steel

CFP®

Deerfield Financial Advisors, Inc.

President / Wealth Manager

Susie Steel

CFP®

Deerfield Financial Advisors, Inc.

President / Wealth Manager

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Susie Steel, CFP®

317-469-2455

Wealth Managers helping clients focus their wealth so they can create more of what’s worthwhile in their life. A full service, independent, fee-only, fiduciary firm grounded in purpose.

Meet Susie Steel

Susie Steel is a Wealth Manager at Deerfield (https://deerfieldfa.com) where we help clients focus their wealth so they can create more of what’s worthwhile in their life. As a full-service, independent wealth management firm that has deep roots in the fee-only, fiduciary financial planning industry, we believe that planning is more effective when it is grounded in purpose.  Couples and individuals turn to us because we and our clients share the same beliefs and values, and our decades of work centers around reducing complexity, eliminating dangers, and capitalizing on opportunities in order to ultimately experience Wealthwhile.  Wealthwhile is the intersection of focusing your wealth on your most worthwhile causes.  Our clients are often executives of closely held or public companies, healthcare and law professionals, and women who are the household’s primary financial decision-maker, all across the United States regardless of where they are on their journey (young professionals to financially independents).    With annual incomes in excess of $250k or $1mil or more of net worth, client lives and careers have become more complex, and managing their wealth has become more challenging.  By understanding the client’s specific situation, we can together create a plan to allow clients to experience their Wealthwhile.     Find me on Social Media:  Twitter:  @SusieSteel;  LinkedIn:  https://www.linkedin.com/in/susiesteel/ ; Facebook:  https://www.facebook.com/DeerfieldFA

Susie Steel 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.

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Susan Steel 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.

Contact Susie Steel

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Office Locations:

  • 8440 Woodfield Crossing Blvd
    Suite 360
    Indianapolis, IN 46240
  • 1480 Renaissance Drive
    Suite 215
    Park Ridge, IL 60068

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