Steven M Wilt
Financial Advisor|CFP®, ChFC®, CLTC®
Live your best life while setting up the next generation.
Personal
Steven is a Washington DC native that grew up in Atlanta and earned a scholarship to attend the University of Georgia where he graduated in 2007. Steven enjoys an active lifestyle that includes working out, playing tennis, and cycling. Steven now calls the Virginia Highlands in Atlanta home where he resides with his wife Kristin - who is a forensic chemist, son Noah, and dog Betty. They spend their free time cooking, attending Atlanta sporting events, and exploring all of what the city has to offer. Steven & Kristin are active members of their community and are excited to hopefully expand their family in the coming years!
Hiking Stone Mountain with my wife
Professional
After graduating from the University of Georgia in Business Management and working with another organization for several years, Steven Wilt moved to Midtown Atlanta to begin his financial planning practice with Northwestern Mutual. Steven works hard supporting his clients in helping to achieve their financial goals through a comprehensive and consultative approach. Steven's practice specializes in working with clients in medicine, law, and consulting. Steven has been recognized as being one of the top advisors under 40 in Atlanta by NAIFA as seen in the Atlanta Business Chronicle from 2021-2024. Steven has built a team dedicated to helping their clients not only plan for today, but also their future.
Education
University of Georgia - Business Management
Recognition
**Named to 2024 Forbes Magazine Best-In-State Top Financial Security Professional**
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Tax-Efficient Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Investment Planning & Strategies
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
