How Steve's Experience Serves Your Success

Winning on the way out™ is a proven business exit planning process best achieved with expert and experienced guidance.

Steve Juetten, CFP® has been a fee-only and fiduciary financial advisor since 2001.

He applied this process to  sell with favorable outcomes for all the stakeholders --  his clients, his team, the buyers, and himself.

He was the principal of his own RIA. At the peak of his business, eight other team members joined him. Five years before he targeted his exit from the financial planning field, Steve set in motion a plan to find a “best fit” for his clients, team members and buyers of his business.

He accomplished the first phase of his exit plan in 2020 amidst the COVID-19 pandemic and the remainder of his goal is ongoing as he supports his former clients, teammates and business buyers.

Steve relishes the opportunity to serve as your fiduciary mentor and guide as you take deliberate and proven steps to exit your financial advisory practice so there is a win for everyone in the end.

Anything less is not good enough.

Book your get acquainted call with Steve today.

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1050 Larrabee Avenue, #104, PMB 436
Bellingham, WA, 98229, US

About us

We guide owners of small financial advisory practices with top line revenues of $250,000 to $2 million to plan a successful exit from their businesses so all the stakeholders -- clients, team, the buyer and YOU -- win on the way out. Anything less is not good enough.

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