Steven Engle, CFP®

Helping the Tech Community Optimize their Equity Compensation.

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Asbury Capital Steven Engle, CFP®
West Chester, PA

Serving Clients Nationwide

Helping the Tech Community Optimize their Equity Compensation.

Areas of Focus

  • Employee Stock Options
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Real Estate Investing
  • Taxes

About Me

Hi, I'm Steve Engle, a CERTIFIED FINANCIAL PLANNER™ (CFP®) & the founder of Asbury Capital.

I built this firm to specialize in helping tech professionals with equity compensation and young business owners build wealth in the most tax-efficient way possible.

Having spent a significant portion of my career at Series A & B Tech Startups and as a business owner, I have a unique insight into all the tough decisions Millennials have to make at this phase of their career, and our process was specifically built to cater to these needs.

As a fiduciary, fee-only planner, we have an obligation to act in your best interest and be completely transparent with our pricing. No unnecessary insurance sales or commissionable products, simply unbiased financial advice.

Also, as a Millennial myself, I’m incredibly excited to be able to work with people just like me and be a coach of sorts as we go through life, side by side. Advice though is only as good as the knowledge of the person that is giving it. As a CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry. Do I have all the answers? No. But I will certainly find them for you, and if I can't, I'll happily refer you to a planner who can.

Although I love building plans and living in spreadsheets, I do equally love some downtime with my family and friends! I also really value being active, playing golf, and being a member of my local men’s club rugby team.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

West Chester, PA

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. This meeting is simply meant to find out if we’re a right fit for each other. We’ll get to know a little more about you and what you’re hoping to accomplish and in turn I’ll let you know a little more about me and how I typically work with my clients. If we determine that we’re not the right fit for some reason, we can simply refer you to another firm that might be able to help out instead.

Offers Investment Management

Yes

About our Firm

At Asbury Capital, we specialize in helping Millennials in the Tech Community and Young Entrepreneurs build wealth in the most tax efficient manner possible.

For the last 100 years, financial advice has been reserved for wealthy older clients with “x” amount of assets to invest….

What most advisors tend to neglect though is all of those difficult financial decisions people need to make earlier in their lives to even get to that point. That’s where we come in.

People in their 20’s, 30’s & 40’s face a lot of pressure to make smart financial decisions. Sadly, many of these things were never taught to us in school….

Whether you’re a do-it-yourselfer and just want a second opinion, or you need a little more hand holding, we’ll work together to craft the gameplan completely unique to you.

OUR SERVICES

✔️ Ongoing Planning: As a financial “coach” of sorts, we tackle the most pressing areas immediately and space out the rest so you can focus on living your life.

✔️ Investment Management: Build wealth in a manner that aligns with your goals and time horizon.

✔️ Equity Compensation: ISO’s, NQSO’s, RSU’s, ESPP’s, etc. We’ll teach you the nuances of each and how to be smart with your equity.

✔️ Life Planning: "PIVOT!" Plans are great and all until something unforeseen comes along and knocks you off track... When Life happens, we'll be here to help.

Education

Golden Gate University, Master of Science - MS, Advanced Financial Planning (Taxation) | Temple University, Bachelor of Business Administration - BBA, Financial Planning

Hobbies and Interests

  • Beach
  • Boating
  • Exercising
  • Family
  • Sports
  • Traveling

Who We Serve

  • Business Owners
  • DIY Investors
  • Gen Y / Millennials
  • Gen Z
  • Technology Professionals
  • Young Families

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