Steven Medland (CFP®, MBA)
Steven Medland focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Charting the course to your financial security...
Let us guide you.
Like most people, you want to make money, grow it, and keep it. TABR has launched hundreds of successful financial portfolios for individuals across the nation, and steered them safely through market storms. If you are preparing to retire, have retired, are in financial transition, or have received an unexpected windfall, TABR can help optimize your financial investments.
Our approach to the markets can be summed up in three words: Disciplined Risk Management. In fact, TABR is an acronym for Technical Analysis Based Risk-Management. Our primary objective is to develop strategies for our clients, to enable them to achieve their long-term financial goals with less risk. With over $160 million in assets under our management, TABR Capital Management is a professional partner you can trust.
Some financial planners receive benefits from recommending one mutual fund or insurance company over another. Not TABR. We do not accept any third-party compensation. Our clients appreciate that our investment choices are anchored on market analytics and careful monitoring of daily market influencers. Since we operate on a fee-only basis, our sole objective is to grow your financial security.
Additional Information
Co-founder Steve Medland holds an MBA in Finance from the Wharton School at the University of Pennsylvania, and a Bachelor of Science degree in Marine Engineering Systems from the United States Merchant Marine Academy at Kings Point, New York. Steve is a CERTIFIED FINANCIAL PLANNERTM professional. Prior to joining TABR, Steve served as a submarine officer and nuclear engineer in the United States Navy. He subsequently served as Department Head of Navy Officer Programs from 1997 to 2000, and he currently holds the rank of lieutenant commander in the United States Naval Reserve. After graduating from Wharton in 2002 and prior to co-founding TABR Capital Management, he was a Financial Associate at Prudential Securities/Wachovia Securities.
Steve has been quoted in several major publications, including The Wall Street Journal, BusinessWeek, Newsweek, and U.S. News & World Report. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association® (FPA®), and the Paladin Registry, an independent resource for fiduciary investment professionals. Steve is also a regular guest financial planning expert on the Your Money radio program on SiriusXM.
He has helped build seven homes with Habitat for Humanity and currently volunteers with Homes for Our Troops, an organization which builds specially adapted homes for severely injured veterans. Steve is also a volunteer interviewer for the University of Pennsylvania/Wharton School Alumni Interview Program.
NAPFA Start Date
April 11, 2007
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