Founded in 1999, SHM Financial operates as a fee-only, independent wealth management firm, legally registered with the SEC as Steele Heston & Meyers. The firm is committed to a fiduciary standard, meaning they are legally and ethically bound to act in their clients' best interests. They specialize in providing comprehensive financial planning, investment management, retirement planning, and tax strategies for individuals, families, and business owners, without earning commissions from product sales.

Founded in

United States