Steven Rockwell, ChFC^®, AAMS™

MISSION STATEMENT

My mission is to simplify financial planning and wealth management for our clients. I want them to feel
as excited about their journey as I am about crafting their plan. My approach is personal—I want them to
feel like we're sitting together at the kitchen table, gathering the border pieces of a puzzle and fitting
everything into place. This same philosophy extends to my partners at our practice, ensuring
collaboration and clarity at every step. 

PROFESSIONAL SPECIALTIES

• More than 20 years of experience in the financial services industry, spanning home, auto, and
  life insurance; lending; private banking; investment management; and comprehensive wealth
  management 
• Extensive experience guiding small business owners and entrepreneurs in developing
  comprehensive financial plans—from managing cash flow to planning for retirement. I specialize
  in de-risking closely held businesses through 4-D planning, addressing critical factors such as
  Death, Divorce, Disability, and Departure 
• Extensive experience and research in the FIRE (Financial Independence, Retire Early)
  community, helping individuals navigate their journey toward financial freedom.

QUALIFICATIONS

• RWM Wealth Advisors LLC, September 2023 – present
• Rockwell Financial Partners LLC, October 2022 – September 2023 
• Edward Jones, December 2013 – October 2022
• Huntington National Bank June 2010 – October 2013
• Holds the Series 7 and 66 registrations through LPL Financial and Life and Health (Ohio)

EDUCATION

Bachelor of Arts – Anthropology, The Ohio State University
ChFC® (Chartered Financial Consultant)- The American College
AAMS® (Accredited Assets Management Specialist) – Kaplan Financial 

PERSONAL

Outside of my professional life, I’ve been happily married to Nicole for over 20 years, and we have three
wonderful children—Hannah (22), Braden (19), and Isabella (19). As empty nesters, we spend our
weekends exploring Ohio, renovating our rental property, and visiting our kids at their colleges. I
currently serve as President of The OSU Alumni Club of Licking County, which I revived in 2024. I’m an
avid puzzler, renovator, history enthusiast, archivist, and dedicated ancestry.com researcher. 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC