Broker Check

Steve Sykes

Investment Adviser Representative

5544 Greenwich Rd, Ste 303 Virginia Beach, VA 23462

Since beginning my career in the financial services industry in 2008, I have had the privilege of guiding clients through all the phases of the financial planning process. Fully understanding how critical of a role advisors play in assisting individuals and families prepare for their future, I have made it the foundation of my career to truly listen to my clients, and build plans tailored to their needs, goals, and dreams. I view these plans as living, breathing entities that will forever grow and evolve with the client(s). With this in mind, I find it vital to routinely meet with my clients in order to track progress, stay informed of their life events, and provide advice according to current economic patterns and market activity. The most important factor of cultivating these long term relationships is building trust through consistency and reliability. All my clients know I have their best interests at heart because I treat their dreams and goals as if they were my own.

My wife and I currently reside in Virginia Beach with our son and still consider Richmond, VA and Saint Petersburg, FL to be our “homes away from home” In my spare time you can find me playing guitar, fishing, lifting weights, or running in local events such as the Rock N Roll or Shamrock races.


"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffet

Time to schedule your annual review or spend some time examining your finances? Have a question?                 Fill out this form to get in touch with Steve.

Thank you!




Our team brings over 30 years of business planning know-how. We understand the challenges you face and offer strategies and services to help you optimize the value of your business and live a great financial life.

<strong>A Protection First Philosophy</strong>

A Protection First Philosophy

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

Learn more
<strong>Do you have an Exit Strategy?</strong>

Do you have an Exit Strategy?

Selling or transferring your business can be the biggest financial event of your lifetime.

Learn more


No matter what stage of life you are in, from just starting your career to entering the retirement stage, the right time to start planning for your financial future is now.

Let’s plan together to do that in the least cost, least taxed, and least risky way to create the financial freedom and legacy you desire.

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning


Interactive Tools & Resources

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Learn More
Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn More
Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn More

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.