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Stephen Erken Awarded 2022 Five Star Wealth Manager Award for the Eleventh Year!

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30-Year Experienced Advisor Shares Cautious Optimism and Value Proposition of “Undivided Loyalty”

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Stephen Erken Awarded 2020 Five Star Wealth Manager Award for the Ninth Year!

30-Year Experienced Advisor Shares Cautious Optimism And Value Proposition of “Undivided Loyalty”

Published January 23, 2023

Certified Financial Planner® Steve Erken, founder and principal of Maxele Advisors, LLC, easily spells out his philosophy: “When you call, we are here and answer our phone. When you want something done, we get it done. Have questions or needs regarding any financial issue? We can help.”

Erken expresses cautious optimism for the U.S. economy and market: “If clients’ financial plans are sound and market expectations are in line with portfolio allocations, tactical investing during these down turns has historically produced very attractive outcomes.”

“We do not work for — or owe loyalty to — a bank, insurance company or brokerage house,” he continued. “Many clients of brokerage firms, insurance companies or banks are not aware of conflicts that interfere with providing undivided loyalty. These conflicts can affect fees, recommendations, and even the direction of the financial plan.”

Additionally, Erken advises that individuals should have access to a fee-only, fiduciary advisor, in conjunction with their other sources.

Erken’s wife, Lisa, founded the name Maxele by combining the names of their two dogs — Max and Belle. Erken, who lives in Webster Groves with his wife and three children, said Maxele’s objective “is to delight the client with exceptional service and results, especially during these challenging times.”

Please click here to see the article on the Webster-Kirkwood Times Website.

20 Allen Ave., Ste. 330 • Webster Groves • 314-961-1850

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Stephen Erken wins 2018 Five Star Wealth Manager Award for the seventh year!