Get To Know Us

Transitioning you from work through life.

DeCesare Retirement Specialists is an independent wealth management and retirement planning firm serving greater Philadelphia and southern New Jersey. The firm was founded in 2002 with the goal of providing comprehensive financial solutions for individuals approaching or in retirement, helping them transition from work through life.

About Our Clients

Making your life’s work work hard in retirement.

DeCesare Retirement Specialists is dedicated to providing a systematic, comprehensive and client-centric approach, giving individuals superior financial solutions and unmatched service. We know you have worked hard all your life, and we are committed to helping you achieve your retirement goals so that your savings can work hard for you.

Our Philosophy

DeCesare Retirement Specialists is focused on delivering superior financial solutions to help individuals effectively transition from work through life. We are uniquely qualified to help you build wealth, create a plan and secure a steady income for the retirement years. Plan for your retirement with the guidance and expertise of DeCesare Retirement Specialists. Please take a moment to learn more about how our business philosophy benefits you.

Retirement Planning Specialists Philadelphia

Specialized

We are specialists in all things retirement planning.

We specialize in comprehensive wealth and retirement planning strategies. We can help you accumulate wealth for retirement, and plan for and effectively transition into the golden years. We are credentialed and uniquely qualified to provide comprehensive counsel on all of the financial, insurance and estate planning components necessary to implement a solid plan for your retirement.

Lead Financial Advisor Philadelphia

Lead Advisor

We work as your liaison when implementing a comprehensive retirement plan.

Our team is comprised of highly qualified planners that can help construct, delegate and oversee the many intricacies of mapping a comprehensive retirement plan. By working with our strategic partners (or with a requested complementary service provider), we can be certain that the necessary legal, tax and insurance components to your comprehensive retirement plan are implemented efficiently and collectively.

Financial Planning Philadelphia

Systematic

We have the systems in place to help you succeed.

Our process for building wealth is thorough and systematic with an emphasis on managing risk. Unlike conventional financial advisory firms, we employ trend analyses, algorithms, and tactical investment and savings strategies that allow us to help you take advantage of rising markets and protect your capital during market downturns. Our account management activities are systematized to help ensure that your wealth is on track to reach your financial goals.

Comprehensive Financial Planning Philadelphia

Comprehensive

We provide full-service solutions for a well-rounded retirement.

As an independent service provider, we have access to a vast selection of products, investment solutions and strategies, enabling us to best meet your comprehensive, yet individualized financial needs. We utilize advanced investment technologies to identify algorithmic trends and run simulations to test the viability of your investment strategy and retirement plan. Our approach is multi-faceted and we work hard to account for every aspect of your financial life including working with highly qualified professionals to execute and manage each components of your financial plan.

Client-centric financial planning Philadelphia

Client-Centric

Everything we do we do for you.

The goal of our firm is to cater wholly to the unique needs of our wealth management and retirement planning clientele. As fiduciary advisors, it is our regulatory responsibility to always advise in the best interest of our clients, and we put an emphasis on client education and regular communication. You will always know what your money is doing for you and why a strategy was recommended when working with DeCesare Retirement Specialists.

Wish not so much to live long as to live well.

Poor Richard’s Almanack, 1738

About Our Founder

Planning. Protecting. Preserving your retirement.

One of Philadelphia’s leading retirement transition specialist, Steve DeCesare, CFP^®, is a second-generation Certified Financial Planner™ who has spent the last decade of his career helping professionals transition into retirement with financial confidence.

His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client’s financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement.

Steve is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019 and 2020 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.com.

Let’s make your life’s work work hard for you in retirement.

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