NEXT STEPS ADVISORS, INC.

Overview

Next Steps Advisors, Inc. is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals and families, including small-business owners. The firm runs a straightforward, equity-centric approach: its filings show a clear preference for exchange-traded equities and an investment mandate implemented on a percentage-of-AUM fee schedule. Next Steps Advisors, Inc. does not position itself as an ESG-focused manager and is not registered as a multi-state or pension consultant adviser, which suggests a concentrated retail/private client practice rather than institutional consulting. Investment activity centers on liquid, publicly traded securities and mutual funds. Portfolio construction appears to favor ETFs and individual equities for core exposure, with portfolio management carried out on a discretionary basis for the bulk of client assets. The adviser does not list allocations to named third‑party alternative fund managers, indicating alternatives are not a material part of its standard client programs.

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Public Holdings

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Location & Offices