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Our History

Steven F. Libby, CFP®

Over 30 years ago, Steve's interest and love of the financial markets - plus a natural inclination toward helping people - led him to a career as a financial planner and sales manager with a nationally prominent company. In 1991, recognizing that to best serve clients' needs he needed wider access to products and services and a delivery system unfettered by a "company store" mentality, Libby made the decision to become an independent financial advisor.

To quote Robert Frost - “And that has made all the difference.”

As a financial advisor, Steven F. Libby, CFP®, provides customized financial planning and investment asset management services to help clients navigate the ups and downs of the marketplace. Our firm seeks to provide competent, timely and friendly service to fulfill clients ambitions.

  • Libby provides securities and advisory services  through Cetera Advisors LLC, member FINRA/SIPC.
  • All client assets are held at independent custodians.
  • In addition to his own practice, Libby also supervises affiliated Representatives in Stuart, FL and Tarpon Springs, FL.