Steven Mielke

CFP®, FIC

Wealth Advisor

Financial guidance focused on your goals and values.

State(s) Licensed:   CA Insurance Lic. #0G91258, CO, CT, FL, GA, IL, IN, KY, ME, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI

Phone 239-331-2417
Address

3811 Airport Rd N Ste 100B
Naples, FL 34105

Steven Mielke

Financial guidance focused on your goals and values.

State(s) Licensed:   CA Insurance Lic. #0G91258, CO, CT, FL, GA, IL, IN, KY, ME, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI

Connecting Faith and Finances

Stress is a big factor for most people – and what is the number one source of stress in most people’s lives? Money.

As Part of Momentum Wealth Advisors, we will work together to:

  • Understand your current situation and map out your future priorities.
  • Set actionable goals based upon your needs, wants, and wishes.
  • Move forward with confidence to get you where you want to go.

Whether you are just starting your financial journey, planning for major life events, or nearing retirement, lets achieve financial clarity together through our transparent advice process. 


To learn more about the privacy of your information, visit our privacy policy.

Location

Naples Office

Phone:
239-331-2417
Fax:
239-331-2981

Hours

M – F: 9 a.m. – 5 p.m.