Marc A. Steinman, JD

Marc A. Steinman, JD

Marc joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.  He serves as a Partner and Wealth Advisor at Waverly. Marc brings forty years of working directly with clients on their financial matters. He loves being helpful to those not sure about their finances, and enjoys providing them comfort through better understanding their financial goals and how to obtain them. He challenges himself to be a walking encyclopedia of personal financial knowledge, always trying to understand ever-changing financial markets with his client’s best interest in mind.

Marc loves spending time with his wife of forty years, Debbie. He enjoys walking the golf course, even without golfing, travelling, going to rodeos and Rock ‘n Roll.


  • BA in Finance
    University Massachusetts/Amherst
  • J.D. – Albany Law School

Ask Me About

  • Retirement Planning
  • Generational Wealth Planning
  • Investment Management
  • Charitable & Family Gifting