With almost two decades of experience, Steven Sweigert has guided clients in all stages of their financial lives. Steven has specialized in developing financial and investment plans for well-established, as well as new investors, answering questions and providing solutions for pre-retirees, as well as client’s post­-retirement.

Steven has partnered with Andrea Hastings and Phyllis Mitchell so he can focus on delivering the best possible independent investment solutions to his clients. He believes in integrity, trust, and patience to properly develop the right financial plan for his clients.

Given Steven’s extensive background with banking and accounting firms, he works seamlessly with CPAs, bankers, and attorneys to properly give clients a holistic and coordinated approach to their financial plans.

Steven is a graduate of Bloomsburg University, where he earned a B.S. degree in Economics. He has also earned the Chartered Retirement Planning Counselor designation and is completing his Certified Financial Planner course of study through the College for Financial Planning. He is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., and a Registered Representative with Cambridge Investment Research, Inc.

A believer in “giving back” to his community, Steven currently serves on the Board of Trustees for Atlantic General Hospital, in Berlin, MD. He has been the Co-Chair of AGH’s Robert E. Warfield Memorial Golf Tournament since 2018. Steven Previously served as Chairman for the Ocean Pines Chamber of Commerce, as well as, the President for the Colonial Village Homeowner’s Association.