• Fee only (no commissions)
  • Generally conservative
  • Experienced
  • Objective
  • Disciplined
Steven E Post, LLC
Registered Investment Adviser
Welcome!
Thank you for your interest in employing my services.  I have been providing accounting & tax services to individuals, businesses and farms since 1974 and have a unique approach to accounting, tax, financial and business services.  

The accounting and tax related services are provided through an affiliated accounting firm, Post and Miller, Inc.    My investment management firm's goal is to provide confidential investment portfolio construction to attempt to meet your investment goals - be it saving for children's education, retirement, or providing a steady, predictable income in retirement.

My services are adaptable to your situation and your own philosophies.  Time and effort is devoted to helping clients define and achieve their own personal goals.  Generally speaking through, I prefer fairly aggressive tax planning and conservative investment portfolios.  I receive no commission on investments, etc., so that my only product is advice to you.

As today’s tax laws are very complex and many financial products can be difficult to comprehend, I pride myself on being able to reduce them to common terms you can easily understand.

All services can be utilized on a piecemeal basis or in combination.  Fees are initially billed on an hourly basis in some cases and are then, if we manage the investments, converted to a quarterly fee based on asset size.  Discussions are welcomed on how fees are computed.

One final word—I demand confidentiality from myself and my staff.  Rest assured that your affairs remain in strict confidence.  I look forward to working with you and welcome all inquiries.

Very Sincerely,

Steven Post, EA, CRPC

1100 N. Main Street
Auburn, IN  46706
260-925-2887 - office
260-925-3222 - fax