Steven Schleupner (CDFA, CFP®, ChFC®, MBA)

Steven Schleupner focuses in the
following client markets or areas of practice:

  • Business Owners
  • Divorce Planning
  • Financial Psychology/Coaching
  • Insurance Related Issues
  • Real Estate Investments
  • Tax Planning

Planning Specialties

Divorce Financial Planning

Prosperity Coaching

Business Divorces

Legal and Mediation Support

Collaboration with Other Financial Professionals

Financial Education

Additional Information

Steven Schleupner blends financial planning with a unique coaching philosophy to help his clients move through challenging and draining life transitions.

He believes this support framework, which allows the four layers of prosperity (time, energy. money and health) to work in concert, allows his clients to transition in a much more healthy way with far less negative impacts.

NAPFA Start Date

April 20, 2023


This Office

14 Bryron Dr. Smithsburg, MD 21783 Phone: (301) 514-4499