Steven Barker is not just in the financial services industry—he’s in the peace of mind business. With over a decade of experience, Steven has made it his mission to help clients, especially retirees, achieve their financial dreams by taking a holistic approach to their financial future. Specializing in guiding families through complex asset transfers with minimal tax exposure, Steven’s goal is to ensure that his clients’ wealth doesn’t just last—it thrives for generations.

Starting his career in 2013, Steven’s expertise is rooted in his private banking background. His decision to join LSF Capital was driven by a clear purpose: to provide his clients with the deep, tailored attention they deserve. Unlike larger firms, where advisors are often stretched thin, LSF Capital allows Steven the flexibility to dive deeper into each client’s unique financial situation. The firm’s focus on delivering a family-office experience aligned perfectly with his personal mission of building meaningful, long-term relationships and offering high-impact, personalized strategies that go beyond cookie-cutter solutions. At LSF Capital, Steven has the ability to not only provide top-tier advice but also deliver it with a personal touch that ensures each client feels valued, understood, and fully supported.

Steven built a reputation for crafting personalized, high-impact financial strategies at previous firms. While working in Boston with The Private Bank, he played a key role on an advisory team that managed over $32 billion in assets. His transition to LSF Capital has allowed him to bring that level of expertise into a more intimate setting where he can focus entirely on helping clients achieve their financial goals, free from the constraints of larger corporate environments.

Steven’s credentials speak for themselves. He is a Chartered Retirement Planning Counselor (CRPC®), and he holds FINRA Series 66 and Series 7 licenses, along with Life, Health, and Annuities certifications for Florida. Currently, he’s also working toward his Certified Financial Planner (CFP®) certification, all to further empower his clients with the most cutting-edge financial planning strategies.

Originally from New Jersey, Steven spent most of his adult life in Southern Maine, where his passion for sports continues to shine. An All-American athlete at the University of Maine, he stays connected to his roots by officiating with the South Broward Football Association, keeping the community spirit alive in his work and personal life.

Whether it’s planning a smooth retirement, navigating the complexities of generational wealth transfers, or delivering tailored investment strategies, Steven’s clients know they’re in capable, trusted hands. His approach isn’t just about numbers—it’s about building lasting relationships that create financial confidence and clarity for every client, every family, every time.