About Us
At Velfling Financial, we believe that protecting your wealth and planning for the future is about more than numbers—it’s about ensuring peace of mind for you and your family— today and for generations ahead.
LEARN MORESteven Velfling, Wealth Consultant – Founder & Owner
We Listen to Your Story
Before offering any advice, we take the time to understand your unique goals, challenges, and dreams. We start by listening—because every financial journey begins with understanding yours.
We Tailor Solutions to Your Life
We don’t believe in one-size-fits-all plans. Instead, we create strategies specifically designed for your needs, giving you a clear and actionable path to achieve financial security.
Honest, Transparent Guidance
You’ll always know exactly what to expect with clear advice—no hidden fees, no confusing jargon. We empower you to make informed decisions with confidence.
We Support You Every Step of the Way
As your partner, we’re committed to walking this journey with you, adjusting your plan as life evolves and ensuring your financial security every step of the way.
Protecting what matters most—your financial security—is at the heart of everything we do.
Start Your Financial Journey TodayMeet Our Founder
Steven Velfling, Wealth Consultant
Founder & Owner
Steven Velfling founded Velfling Financial with a clear mission: to protect Michigan families from the financial struggles he’s seen firsthand. After witnessing loved ones lose years of hard-earned savings to market volatility and poor advice, Steven knew there was a better way. He set out to create a firm that offers personalized, sustainable strategies designed to provide security, stability, and peace of mind.
As a Wealth Consultant and a proud member of the National Ethics Association and the Better Business Bureau, Steven combines his financial expertise with an unwavering commitment to those he serves. He crafts tailored solutions that protect clients from market losses and ensure long-term financial security.
Through his professional network of trusted local CPAs and Estate Planning Attorneys, he collaborates with experts to ensure every aspect of his clients’ financial and estate planning needs are covered and ensure smooth transitions for future generations.
For Steven, financial planning is a deeply personal calling. His dedication to family shapes every client interaction. Whether guiding clients through retirement or helping build lasting legacies, his focus is always on protecting what you’ve built and securing a brighter future for your loved ones.
Enhancing the Financial Future of Michigan Families
At Velfling Financial, our mission is simple: to empower individuals and families in Southeast Michigan to achieve their financial goals with confidence. Whether you’re planning for a comfortable retirement, managing taxes, or protecting your legacy, we provide personalized strategies that meet your unique needs. Our commitment stems from real experiences with financial instability, which led to a mission of offering safe, sustainable financial strategies that protect what matters most—your future.
Why Michigan Families Choose Us
#1 Integrity
We uphold the highest ethical standards, always acting in the best interests of our clients. Transparency and honesty guide every decision we make together.
#2 Adaptability
Life changes, and so should your financial plan. We continuously adjust our strategies to reflect shifts in your circumstances, ensuring your plan stays aligned with your goals.
#3 Simplicity
Financial planning doesn’t have to be complicated. We make financial planning clear and straightforward, so you can confidently make decisions that move you toward your goals.
A Personalized Approach
At Velfling Financial, we don’t believe in one-size-fits-all solutions. Instead, we take the time to really get to know you—understanding your unique circumstances, goals, and aspirations. Only then do we craft a financial plan that’s truly tailored to what works best for you. Sometimes, the best advice we give is to stay the course, because we prioritize strategies that are effective—not just new.
What sets us apart is our commitment to building lasting relationships. We focus on the people behind the plan, making sure we’re not just solving for today but securing your long-term future. By aligning our strategies with your life and values, we ensure that what you’ve worked hard to build is protected.