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Steven Massey, CFP®, CPFA®, AIF®

Steven Massey, CFP®, CPFA®, AIF®

Managing Director

Steve is a veteran member of the WealthPartners team. As Managing Director, he is responsible for the corporate retirement plan division of the firm. He uses his expertise to help business owners and leaders make effective and efficient choices for their plans and assists plan participants with proactive outreach and engagement to position them to reach their retirement goals.

A graduate of Mississippi State University, Steve studied accounting and received his CPA designation. This foundation served him well as he later transitioned into the financial services sector and offers significant value and a unique perspective for the many businesses he helps.

In addition to his many accreditations and 30+ years of experience in the industry, Steve was named to AdvisorHub’s 200 Fast Growing Advisors to watch list in 2023 and a Leader in Finance in 2021 by the Mississippi Business Journal.

An avid outdoorsman, Steve enjoys hunting and fishing. He also enjoys exploring the world through travel and taking in a good book. He lives in Ridgeland with his wife, Missy. They enjoy spending time with their two daughters and grandchildren.