Steven M. Gronceski, CFP®, AIF®

Steven M. Gronceski, CFP®, AIF®

Steve 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.  Steve brings 25+ years of experience to Waverly. He is an experienced high-net-worth investment advisor, with a focus on business owners, corporate executives and professionals. As a TIAA authorized advisor, he works closely with clients in the medical and academic professions. Steve works in a collaborative team approach with clients and their team of professionals to develop integrated financial planning strategies to assist clients in reaching their desired financial goals.


  • BS Financial Management
    Purdue University
  • The American College for Financial Planning Program

Community Involvement

  • Former Finance Chairperson for Notre Dame School and Church
  • Active in Boy Scouts of America and former Cub Scout leader
  • Unity Foundation of LaPorte County member of the Gold Key Society
  • Porter County Community Foundation member of the Echo Society

Ask Me About

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