Steve Eckroth
Steve Eckroth's passion for financial planning began early—watching CNBC with his dad sparked a lifelong curiosity about how money works. That interest turned into a calling during college, when he witnessed a financial advisor give his grandmother advice that would have cost her $200,000 in unnecessary taxes. With over 27 years of experience, including two decades as a Private Banker at Wells Fargo and Bank of America, Steve specializes in helping affluent families navigate the complexities of multigenerational wealth with clarity and confidence. He takes pride in translating complex strategies into actionable plans and solving new challenges every day.
Seven years ago, Steve founded his own firm with a fiduciary mindset, holding a Series 65 license and life, health, and accident certifications. His greatest satisfaction comes from helping families preserve what they’ve built and pass it on without disrupting family harmony.
WealthMap Radio
Welcome to WealthMap Radio—where we chart a course through the chaos of retirement planning, market movements, and financial independence with a healthy dose of clarity… and caffeine.
At Whispering Brook Financial, we don’t just talk about money—we decode it. That’s why WealthMap Radio is designed to be your GPS for retirement, helping you avoid financial potholes, risky cliffs, and the detours that can derail your long-term goals. Almost every week, we break down real-life challenges retirees face—and how to navigate them with confidence.
We’re big believers in having a plan—and not just any plan, but one that’s built to last. That’s where our COMPASS Report comes in. It includes real-world tools like the Color of Money Risk Analysis, Social Security Maximization Report, Tax Scorecard, and the Retirement Buffer Analysis, all designed to give you direction and peace of mind.
For us, RETIRE is an acronym for Retirement, Estate, Taxes, Income, and Enjoyment—because what’s the point of good planning if you don’t get to enjoy the journey?
So whether you’re navigating market twists, wondering if your nest egg will actually hatch, or trying to figure out why your money disappears faster than leftovers at a family barbecue—stick around. We’ll cut through the noise, drop some wisdom, and share a few laughs along the way.
Now buckle up—because here on WealthMap Radio, financial freedom is the destination, and every step along the trail is full of purpose and intent.
