Steven A Tennant, CFP®
Wealth Management Advisor


Tennant Financial

Plan Now for Your Future


My Team

Having a multidisciplinary team at your fingertips offers you a level of comfort that is hard to find at other firms.

With over eight decades of combined industry experience, we have coached and helped individuals, couples, families, and businesses through a variety of financial and planning issues.

Our team consists of four financial professionals each certified in a different discipline, another four associates solely dedicated to providing outstanding support services, and you, the most important member of the team.

Even the most sophisticated client finds it challenging to keep up with the ever-changing investment and financial landscape. Let our team take some of the burden off you.

To learn more about our team members, click on My Team. We look forward to serving your needs.

Steven A. Tennant named one of the best advisors. Again.— His dedication and passion for doing what’s right for his clients has made him a top financial advisor in the industry. Congratulations!

Our Expertise

Finding the right advisor can be difficult and time consuming. Thankfully, there are many alternatives to choose from in today's marketplace. To help navigate through the process, we have developed a comprehensive list of questions designed to guide you toward the right advisor for you.

At Tennant Financial, we have extensive experience assisting women during challenging times and find satisfaction knowing we can help when you need us the most. Whatever your specific concerns, we can assist you in gathering all the information and can provide the education needed to make sound decisions.

Planning for retirement can feel like an overwhelming task. At Tennant Financial, we help you make retirement planning a priority by breaking the process down into small, doable steps. Once the plan is put in place, we coach you to stay on track by maintaining a long-term perspective and update the plan when necessary.

Tennant Financial understands what it means to run a business. Whether you’re a corporate executive, 2nd generation business owner, or a doctor juggling patient care and a practice, we understand the typical concerns and difficult decisions you face every day.


The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Largest Dividend Payout In Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history. Read more.

Retirement And Taxes: How To Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more.

A Guide To Your Finances In Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck