Not affiliated with The United States Office of Personnel Management or any government agency

Not affiliated with The United States Office of Personnel Management or any government agency

Aaron Steele

Financial Planner

Olympia, Washington
4.70
Platinum

More About Aaron Steele

After entering the financial services industry in 1994, it was a desire to guide people towards their financial independence that drove Aaron to start Steele Capital Management in 2013. Armed with an extensive background in financial planning and commercial banking coupled with a sincere passion for helping people, Aaron has the expertise and affinity for serving the unique needs of those in transition. Clients benefit from his objective financial solutions and education aligned solely with helping them pursue the most comfortable financial life possible. Born in Olympia, Washington, Aaron spent much of his childhood in Denver, Colorado. An area outside of Phoenix, Arizona, known as the East Valley, occupies a special place in Aaron’s heart. It is where he graduated from Arizona State University with a Bachelor of Science degree in Business Administration, started a family, and advanced his professional career. Having now returned to his hometown of Olympia, and with the days of coaching his sons football and baseball teams behind him, he now has time to pursue his civic passions. Aaron is proud to serve on the Board of Regents Leadership for Thurston County as the Secretary and Treasurer for the Morningside area. His past affiliations include the West Olympia Rotary and has served on various committees for organizations throughout his community. Aaron and his beautiful wife, Holly, a Registered Nurse, consider their greatest accomplishment having raised Thomas and Tate, their two intelligent and motivated sons. Their oldest son Tate is following in his father’s entrepreneurial footsteps and currently attends the Carson College of Business at Washington State University. Their beloved youngest son, Thomas, is a student at Olympia High School. Focused on helping veterans and their families navigate the maze of long-term care solutions, Aaron specializes in customized strategies to avoid the financial crisis that care related expenses can create. Experience has shown him that many seniors are not prepared for the economic transition that takes place as they reach an advanced age. With support from the American Academy of Benefit Planners – an organization with expertise and resources on the intricacies of government benefits – he helps clients close the gap between the cost of care and their income while protecting their assets from depletion. Aaron can help you and your family to create, preserve and protect your legacy. That’s making a difference.

More Articles by Aaron Steele

Three Critical Postal Worker Health Benefit Questions You Need Answers to Right Now

Key Takeaways: Understanding your options for postal worker health benefits is crucial to ensure you’re making the right decisions for...

Want to Make the Most of Your Thrift Savings Plan? Here’s How to Set It Up for Retirement Success

Key Takeaways Maximizing your Thrift Savings Plan (TSP) can create a financially secure retirement, especially when you understand the best...

Why Social Security’s 2025 Changes Could Impact Your Retirement More Than You Realize

Key Takeaways Significant Social Security adjustments in 2025, including a new cost-of-living increase and wage base limits, could reshape your...

Four Early Retirement Options Federal Workers Are Using to Leave Their Jobs Sooner and Happier

Key Takeaways Federal workers have multiple early retirement options that cater to different career paths, needs, and financial situations.Planning ahead...

Is Your TSP Too Safe—or Too Risky? Here’s Why 2025 Could Be the Time to Rebalance

Key Takeaways The Thrift Savings Plan (TSP) is a valuable retirement tool for public sector employees, but failing to rebalance...

The FEHB-Medicare Combo Is Powerful—But Only If You Time Enrollment Correctly

Key Takeaways Proper timing of Medicare Part B enrollment is crucial if you want to avoid lifelong penalties and get...

Aaron Steele Disclosure:

Investment advisory services are offered through BWM Advisory, LLC (BWM). BWM is registered as an Investment Advisor located in Scottsdale, Arizona, and only conducts business in states where it is properly licensed, notice has been filed, or is excluded from notice filing requirements. This information is not a complete analysis of the topic(s) discussed, is general in nature, and is not personalized investment advice. Nothing in this article is intended to be investment advice. There are risks involved with investing which may include (but are not limited to) market fluctuations and possible loss of principal value. Carefully consider the risks and possible consequences involved prior to making any investment decision. You should consult a professional tax or investment advisor regarding tax and investment implications before taking any investment actions or implementing any investment strategies.

Subscribe to our Newsletter

Leave a Review for Aaron Steele

We greatly value your experience with our agents! If you’ve had a positive interaction and exceptional service, we would appreciate your feedback. Your input is instrumental in our commitment to delivering professional excellence.

"*" indicates required fields

Our Readers Deserve The Best PSHB and USPS Health Benefits Guidance

Licensed insurance agents who understand PSHB, Medicare, and USPS Health Benefits Plan are encouraged to apply for a free listing.

This field is for validation purposes and should be left unchanged.

Book Phone Consultation

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Get In Touch

Stay up to date on the latest information about Public Sector Retirement.

The Best Advice Creates The Best