Steven Bachmann

STEVEN BACHMANN’S approach to financial planning was shaped by his early career as a police officer. While his job description has changed from protecting the public to helping safeguard clients’ financial futures, the sense of responsibility remains the same. Steven shifted into wealth management after seeing the generational impact thoughtful financial planning can have on individuals, families, and legacies. Today, working alongside seasoned professionals at Secure Planning Group, he brings the same mindset that guided his work in law enforcement to how he works with clients as an advisor.

Steven holds the Series 7 registration with LPL Financial and the Series 66 registration with Wealthcare Advisory Partners LLC, along with a life insurance license. He believes strongly in the independent advisory framework, which allows strategies to be built around each client and reflects the service-oriented mindset developed during his years of public service. Outside of work, Steven values a structured and intentionally simple life centered on physical training, continuous learning, and spending time with his wife, Ashley, and their two dogs.