Steven Jacobsmeier (CFP®, ChFC®, CLU)
Steven Jacobsmeier focuses in the
following client markets or areas of practice:
- Baby Boomers
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Steve, a CERTIFIED FINANCIAL PLANNER™ practitioner, has dedicated over 25 years to guiding individuals and families through the complexities of retirement and sudden financial transitions. Operating from offices in New Hampshire and Massachusetts while serving clients nationwide, Steve specializes in helping professionals, retirees, widows, and divorcees navigate complex financial changes through advocacy, personalized planning, and advanced tax strategy. As a fee-only advisor, Steve accepts no commissions or product-related compensation. This allows his recommendations to remain strictly aligned with his clients' goals, providing a foundation of transparency and trust.
Steve’s commitment to providing tailored, client-focused advice is backed by extensive academic and professional training. After earning his Bachelor of Arts in Business Administration from Baldwin Wallace University, he acquired his Certificate in Financial Planning from Merrimack College and then earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He also holds advanced credentials from The American College, including Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®). To stay engaged with the highest industry standards, Steve maintains active membership in the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), and the Fee-Only Network.
Additional Information
Originally from Honeoye Falls, New York, Steve moved to Massachusetts in 1993 and has since made Westford his home, where he lives with his wife and their two boys. Outside of his professional life, Steve is deeply involved in his community and cherishes time spent with his family. He stays active by traveling, fishing, and golfing, and he can often be found cheering on local sports teams or attending concerts to unwind.
Steve takes immense pride in helping his clients navigate complex financial journeys with confidence. As he often shares with those he serves: “While I can’t guarantee what the future holds, I can guarantee that you’ll receive my full commitment, focused effort, and clear, honest communication—always aimed at helping you achieve your financial goals.”
NAPFA Start Date
April 07, 2023
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