About
John Steele is a Senior Vice President and Financial Advisor specializing in advanced investment strategies for high net worth and ultra-high net worth clients. A CFA® charter holder and CFP® professional, he provides integrated advice across investments, financial planning, and estate planning. John partners with clients to design and implement sophisticated, tax-efficient strategies aligned with their long-term objectives. His approach combines rigorous portfolio construction with a deep understanding of complex planning needs, helping clients preserve and grow wealth across generations while navigating evolving market conditions.
Education
- BBA, University of Kentucky
Awards
- 2017-2024 winner of “Five Star Wealth Manager” award (1)1
- InvestmentNews 2026 Top Financial Professionals - #752
Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022, 2023 or 2024 FIVE-STAR Wealth Managers. Awarded 9/01/17 for the period of 12/30/16 - 7/14/17. Awarded 9/01/18 for the period of 12/29/17 - 7/24/18. Awarded 9/01/19 for the period of 12/10/18 - 7/23/19. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22. Awarded 9/1/23 for the period 11/14/22 through 5/31/23. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
Awarded 2/25/26 for the ranking year 2026.
Resources from John Steele
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation