Steve Bourgin

LPL Wealth Advisor

With over ten years of experience as a financial advisor, Steve Bourgin has the depth of knowledge and skill to navigate clients through both the best and the worst economic environments. In today’s volatile economy, his rational approach to investing enables clients to see beyond the daily ups and downs of the market and make sound decisions focused on investment performance.  

Steve has developed a loyal client following due to his ability to provide a practical and logical approach to investing.  Specializing in retirement planning and alternative investments, Steve works with his clients to establish key goals and time horizons. His focus as an advisor is to make sure that each decision a client makes is based upon fact versus emotion. Because investing is a personal matter, he spends ample time with his clients to understand their typical investment preferences, tolerance for risk and comfort with various types of financial products to best understand and meet his clients’ needs.  Client education and personalized investment strategies are paramount to his approach; Steve views every client interaction as an opportunity to increase investment knowledge and foster collaboration to facilitate the development of the very best strategies for his clients.

Steve began is his financial career as a financial advisor in 2001 with an affiliate of ING, eventually transferring to JPMorgan Chase in 2005. Steve transferred to FireTree Financial in 2011 to enable him to offer his clients a broader product array and more personalized service. He holds his FINRA series 66 and 7 through LPL Financial, as well as his state health and life insurance license.

Steve currently resides in Sugar Grove with his wife Melissa, their two children Evelyn and Bennett, and their Boston Terrier Scarlet.  In his free time, Steve enjoys spending time with his family, traveling and watching sports.

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