Steven  Fox-Middleton,  CFP<sup>&reg;</sup> - Financial Advisor

Steven Fox-Middleton, CFP®

EA

Fee-Only Financial Planner

SFM Financial Advisors LLC

10000 NE 7th Ave, Ste 100L
Vancouver, WA 98685
(360) 573-0641

General

Steven Fox-Middleton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SFM Financial Advisors LLC in Vancouver, WA and the surrounding communities.

Financial Advisor Overview

SFM Financial Advisors is focused on helping individuals, and couples, gain control of their finances and develop a goals based plan for their retirement, and other financial objectives.

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Financial Advisor Experience

I am a Certified Financial Planner (completed the CFP board exam in 2016) and have been providing comprehensive, Fee-only, planning in Vancouver, WA since 2016. I became an Enrolled Agent (licensed to represent clients before the IRS) in 2017 and have been preparing personal and small business taxes since 2012.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFP Certificant

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Investment Management, Employee Benefits, Government & Military, Mutual Funds, Life Planning, Retirement, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources