Steven M. Shermetta, MBA, RICP

As a Lehigh Valley native, I bring over a decade of experience in helping individuals and families from across the area strive to achieve financial independence.  Personal experience has taught me that preparing for the next step is not always easy, especially when faced with the unexpected, but that having a dedicated financial advisor in your corner can make a world of difference.  Whether your objectives include preparing for milestone life events like college or retirement, or perhaps you’re simply looking for investment management or insurance protection, I strive to provide a high level of attention, insight, and guidance based on your specific financial goals and needs.

I received my Bachelor’s degree in Communications with a concentration in Advertising & Public Relations from Penn State University in May 2011. There, I also minored in Business Liberal Arts and Information Sciences & Technology. In 2015, I chose to further my education by completing my Master’s degree in Business Administration at Moravian University.  Currently, I am a member of Evergreen Wealth Strategies where I continue to serve in my role as a Financial Advisor.

A few other important facts about me:

• I bleed blue and white. WE ARE… PENN STATE!
• Of the four major Philadelphia sports teams, I mainly cheer for three (76ers, Flyers, Phillies) - that's because my heart belongs to the Chicago Bears.
• My favorite band are the Goo Goo Dolls (I caught a guitar pick while attending one of their concerts!)
• Braveheart and Rocky are movies that can still bring a tear to my eye, and I’m not afraid to admit it!
• Besides fly fishing and skiing, I'm an active member of a local quoit throwing league - unless you're from Lehigh Valley, you probably don't know what that is!
• I convinced my wife - who I’ve known since elementary school - to move back home (Bethlehem, PA) after a teaching stint in Hawaii…she must really love me.

Most importantly, and it might sound like a cliché, but I became a Financial Advisor to help people. I have a passion for aiding individuals in reaching their desired financial destinations, whether they are short or long-term goals. It is my responsibility to serve as an educator and guide, delivering reliable and pertinent advice to help my clients reach financial success. To provide a sound plan, I take the time to understand and consider each person's needs and wants. Ultimately, it is my aim to provide my clients with peace of mind by creating an optimal route towards their ideal financial future.

*Phone is voice only