Steve Starnes

Steve Starnes

Steve Starnes, MBA, CFP, is a principal with Grand Wealth Management in Grand Rapids, an independent firm providing financial planning and investment management services with a fiduciary level of care. Starnes has been recognized nationally as an InvestmentNews “40 Under 40” and as Financial Planner of the Year by the Financial Planning Association. He is a passionate advocate for financial planning for seniors and those experiencing dementia. He also serves on the board of the Grand Rapids-based organization Rethinking Dementia: Accelerating Change and is involved with the Grand Rapids Symphony.  Contact Steve at 616.451.4228 or steve at grandwealth dot com.


How the SECURE Act changes your financial planning

January 20, 2020
The new SECURE Act trims at the edges of the already complicated landscape of retirement and tax planning. Read More

Should you take the plunge or wade in slowly when investing?

June 30, 2019
A perennial investment question we often are asked is, “How should I invest if I have a lump sum of cash? Should I invest it all at once or slowly over time?” Read More

Will the 4% rule meet my retirement goals?

March 31, 2019
You’ve planned for your retirement and dreamed of your future, considering what will be important to you in the years after your professional life winds down. Read More

Money and memory loss: Talking with family over the holidays

November 15, 2018
The season of holiday gatherings is upon us again. This year, you may notice a parent or other family member who doesn’t seem to be doing as well as when you last saw them. Read More

How to make financial decisions when you lose a spouse

August 29, 2018
Grief and mourning affect each of us uniquely, but all widows and widowers experience a difficult dilemma. On the one hand, the world seems to demand rapid responses to a barrage of critical questions, financial and otherwise. On the other hand, it’s usually very difficult to make big decisions while you’re grieving. Read More