Broker Check

Office

25550 Chagrin Boulevard,,

Suite 220
Beachwood, OH 44122
Steve  Marks

Steve Marks

Financial Advisor

Steve is a financial advisor at SagePoint Financial. He’s been working in the financial services industry for more than 30 years, including his work as a financial advisor for the past 15 years. Steve has a BBA in finance from the University of Michigan, and an MBA in finance from Case Western Reserve University.

Steve’s mission is to provide all his clients with a sense of clarity, confidence, and conviction about their financial future.

Steve provides holistic financial planning for his clients across the country, including investment advice, comprehensive tax planning, retirement/financial independence planning, insurance consulting, and gifting/legacy planning. We work together with any other advisers (CPAs, attorneys, etc.) to make sure that all elements of your plan are in order and optimally working together.

Away from work Steve enjoys running, movies, spending time with family and friends, and watching Cleveland baseball.