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

FEHB Premiums Are Up—Here’s What You Can Do Without Losing Coverage

Key Takeaways You don’t have to lose your FEHB coverage if you plan ahead and understand how to adjust your...

Leaving Federal Service? This Retirement Checklist Could Save You from Major Losses

Key Takeaways Leaving federal service requires more than just a resignation letter—timing, paperwork, and benefit elections directly impact your retirement...

Why Postal Employees Retiring in 2025 Are Facing New Health Care Choices

Key Takeaways Postal employees retiring in 2025 must now choose between new health care options under the Postal Service Health...

When to Start Withdrawing TSP Funds If You Want Your Money to Last a Lifetime

Key Takeaways Timing your TSP withdrawals in 2025 is crucial for ensuring your money lasts throughout retirement, with Required Minimum...

Navigating the Final 1-3 Years of the Fed Life Cycle Before Retirement

Let's share some advice for federal workers who intend to leave their jobs in the next five years. These latter...

Putting off Social Security until you’re 70? Why You Might Miss Out on Money

Delaying your first Social Security check until you're 70 is commonly thought to be wise, but this isn't always the...

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.

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