Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Steven V. Wise MBA, IAR, Certified Financial Fiduciary (CFF) For 23 years, the footprint of Steven Wise, and later Beacon Associates has been huge in the Northwest Ohio area.  Initially founded on healthcare for small business owners and those self-employed, a book of over 4000 clients and families were generated.  Later financial and benefit planning for Veterans and surviving spouses was added, over 3000 were assisted to help endure the cost of long-term care and still pass on a legacy.  The backdrop of Steven and Beacon Associates has always been education.  Steven educates families on retirement issues such as Medicare, Social Security Maximization, income planning and tax planning.  The client and their families, always come first in his world, beginning with education, which allows them to make the best choices for themselves and obtain long term individual and family goals.  Family has always been number one to Steven and his wife Rhonda.  She is Vice President of Beacon Associates and one half of the Medicare Diva’s.  Rhonda and Steven have 5 children and 10 grandchildren.  Their son Quinten, a licensed attorney is joining the firm as it continues to expand.