Lance C. Steiner joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As a Wealth Advisor at Waverly, Lance brings over a decade of experience in retirement planning, distribution planning, tax planning, and charitable & family gifting. He started in the industry in 2013 as a Paraplanner at Buckingham Advisors and progressed through several roles, which led to his position as a Senior Financial Planner and Assistant Director of Financial Planning at Buckingham Advisors. Financial planning is unique to each individual, and Lance enjoys the challenge of developing a specialized plan to meet the goals and financial needs of each person.
Lance and his partner, Melanie, enjoy traveling and attempt to visit at least one new city or state each year. Together they have rescued two dogs, Ellie and Bendi, who bring so much joy and excitement to their lives. Lance considers himself a “foodie” and enjoys trying new restaurants in the Dayton area and cooking his own meals at home. He has been a lifelong fan of the University of Michigan and enjoys watching professional and collegiate football in the fall.