Wealthtender Wealthtender

Financial Professionals

Sign In Or Sign Up

Individuals

Subscribe for Money Tips
Wealthtender

Steve Clott, CFP®, CPA

A PA-Licensed Registered Investment Adviser | Your Fiduciary Representative

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Dedicated Investment Advisers, LLC Steve Clott, CFP®, CPA
Havertown, PA

Serving Clients Nationwide

A PA-Licensed Registered Investment Adviser | Your Fiduciary Representative

(610) 446-0440

Website

Areas of Focus

  • Financial Life Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Steve Clott, CFP®, CPA

Steve Clott has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, and beyond, affordable tax services since 1974. He launched his career working for a center-city Philadelphia accounting firm, became a Certified Public Accountant licensee in 1978, and soon rose to senior staff accountant. In 1983, he left to start his own CPA tax practice in suburban Philadelphia, and in 1996, he earned his Certified Financial Planner™ and Enrolled Agent designations.

To greater serve the needs of his clients, Steve started Dedicated Investment Advisers, LLC in 2003. Four years later, he created Dedicated Insurance Advisers, LLC, furthering his portfolio of financial planning and long-term care insurance planning services.

Steve graduated from Temple University in 1974 with a Bachelors of Business Administration degree in Accounting. He is a PA licensed CPA, a CFP candidate, and an IRS federally licensed Enrolled Agent, who owns and operates a specialized tax services firm serving clients in Philadelphia and its western suburbs.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Certified Public Accountant (CPA)
  • Enrolled Agent (EA)

Affiliations

  • CFP Board
  • National Association of Enrolled Agents (NAEA)
  • National Association of Tax Professionals (NATP)

Primary Location

2024 Darby Rd Havertown, PA 19083-2305

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form or give us a call to get in touch. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About Dedicated Investment Advisers, LLC

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

What We Can Do for You

✔️ Determining your objectives: Not everyone has the same, or similar, financial objectives as they embark upon accumulating their wealth. To manage your assets prudently, we first need to understand what your goals are for initially accumulating and subsequently using those assets.

✔️ Help you choose your optimal asset mix: There are hundreds of asset-types that you can invest in, and as many ways to do so! Depending on your goals for asset use, we’ll help you choose the right asset mix that will most efficiently/effectively accomplish those goals.

✔️ Help you create a strategic asset allocation plan (SAAP) and tactical asset allocation plan (TAAP): Successful investing is all about successful planning. We’ll help create both long-term (strategic) and short-term (tactical) asset allocation and management plans in line with the recommended asset mix.

✔️ Building your portfolio: Using the allocation mix agreed upon, we’ll build a results-focused portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, Alternate investments) that will help get you to your financial objectives.

✔️ Managing and monitoring the portfolio: We know you have other things to do – such as living your life, so we’ll watch over the portfolio for you.

✔️ Measuring performance: We track the performance of your assets under our care, and constantly measure how they are performing against industry-recognized benchmarks.

✔️ Managing risk: Our Asset Management strategy includes appropriate risk mitigation as part of this service. Where there are new risks to the portfolio, we’ll consult with you and propose timely and appropriate actions to manage and mitigate them.

✔️ Reviewing, reporting, recommending changes and revisions to the strategy: Our Asset Management service is based on constant and open communication and collaboration with our clients. Through regularly scheduled reporting and conversations, we ensure that your asset management plans are continually reviewed, revised, and updated to meet your changing circumstances.

--

Advisory services are offered through Dedicated Investment Advisers, LLC (Steve Clott, Managing Member) available nationwide. Insurance offered through Dedicated Insurance Advisers, LLC (Steve Clott, Managing Member) available PA, NJ, DE

Education

Temple University - Bachelors of Business Administration degree in Accounting; Central High School Philadelphia

Hobbies and Interests

  • Family

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dentists
  • Dual Income Family
  • Educators
  • Entrepreneurs
  • Families
  • Gen X
  • Government Employees
  • Healthcare Professionals
  • Individuals
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Parents
  • Physicians
  • Real Estate Agents
  • Sales Professionals
  • Scientists
  • Single Women
  • Specialty Sub-Contractors
  • Technology Professionals
  • Widow

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.