Steven Tellar, CF2

About Steven Tellar

On March 7, 2016 I joined Medallion Wealth Advisors after working at Merrill Lynch for 4 years.  I am currently accepting new clients.  My most typical client is a Physician or other Healthcare Professional as I spent a number of years in medical sales earlier in my career.  I also work with many families and small business owners helping them plan and save for retirement.  I specialize in Financial Planning and providing Investment Advice.  My goal is to provide the individual investor the same level of professional management and service as institutional investors.  Through the planning process I develop an in-depth understanding of my client's financial needs and goals, and then design an investment strategy designed to meet those goals while taking on the minimum amount of risk needed.  I am most proud of helping my clients achieve their financial goals.  I went through the process of attaining the Certified Financial Fiduciary® designation to emphasize my life-long commitment to always act in the financial Best Interest of my clients.  I live in Colchester with my wife and three daughters.