Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

Christopher M. Stock, AIF®

Partner | Senior Wealth Advisor

Steven P. Maher, CPFA
Partner | Senior Wealth Advisor

A team approach and a new challenge.

Those are the things that Steve most enjoys about his role.

“Every day is something new,” he says. “Each client situation is complex, and different.” That gives Steve energy as he provides financial guidance.

Steve is a member of Domani Wealth’s Business Retirement Plan Group. He has extensive training and understanding of retirement plans, and serves as our team’s technical expert, staying up-to-date on regulations and nuances that change often. He helps business owners and companies who sponsor retirement plans for their employees to create a plan that works for their organization and staff and make sure employees are educated and able to participate. Steve also helps to manage the plan on an ongoing basis, making adjustments to help the companies stay on track to meet their goals.

Steve is proud to work with a team with a variety of expertise, which benefits clients of all types. “A team approach ensures you get the professional advice you need for any specialized investment, wealth management, and tax needs. To me, that is a game changer,” he says.

A secondary part of Steve’s role is to work closely with individuals and their families, working on financial plans tailored to their personal dreams. He’s known for being easy to work with, putting clients first, and his resourcefulness. He also partners with Domani Wealth’s Investment Strategy Group to keep client portfolios aligned with their appropriate risk levels, staying the path to reaching their financial goals.

The core value of Domani Wealth that most resonates with Steve is integrity. “As a financial advisor, your clients must trust you and have confidence in your recommendations. What we do for our clients requires constantly putting them first and making the right choice for them,” he says.

Steve has two goldendoodles named Max and Ollie, and a collection of posters from Pearl Jam, his favorite band. He’s always up for a slice of pizza, especially with his wife and two young kids.

 

Professional Accreditations & Education 
  • Certified Plan Fiduciary Advisor
  • BS Finance, Penn State University

 

Professional Memberships 
  • National Association of Plan Advisors
  • American Society of Pension Professionals & Actuaries

 

Community Involvement (Current and Prior)
  • Lancaster Chamber Men’s Mentorship, Board Member
Steve Maher

CONTACT INFO

RECENT PUBLICATIONS

How the CARES Act Affects Your Retirement Fund
Hanover Chamber Newsletter, Page 7
May 2020

IRA Vs. 401(K): Which is Better? 
U.S. News and World Report
April 2020

STEM In Action
Lancaster Science Factory
Spring 2020

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