Meet the Team
At our firm, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Steven Amico
Partner/Wealth Manager
Steven J. Amico had a different idea in mind when he co-founded his investment management firm in 2007. A decade of industry experience had made him realize that the needs of individual clients weren't always best served by the typical Wall Street business model where the firm sells its products to meet its sales goals. At Northeast Investment Advisors, the individual needs of each client are the primary focus.
Steven is a dedicated family wealth strategist. He provides trust and confidence in his clients' financial life. Steven has two decades of experience in the financial services industry. He brings the experience of many to the service of one.
Steven has a very distinctive investment philosophy, which is to build portfolios focused on producing dividends. He believes dividends are a sign or measure of an investment's health. A dividend is like running a financial race but with a head start. It may enhance a return when the market is rising, could create a return when the market is flat, and could mitigate a return when the market is declining. Ask him how this may help you achieve your financial goals and objectives when you can.
“If you have a large amount of wealth it does not mean that financial planning is unimportant; it only means you have more financial choices. It also doesn't mean your going to choose the right ones. If you have a small amount of wealth than financial planning is even more important.”
Before earning both a Bachelor of Science in Business Management/Finance and a Bachelor of Arts in Economics from East Stroudsburg University of Pennsylvania, Steven served in the United States Army on active duty. He holds Series 7 and 66 securities registrations, as well as Health & Life licenses'
What's something you might not know about Steven? He has an intense disdain for automatic transmissions and never won a single spelling bee!
In memory of Robert F. Reed Jr.
Friend, Mentor, Partner.
Partner/Investments
He is missed by all for his wisdom, grace and positive attitude.
His spirit will be with us forever.
July 1, 1945 - August 1, 2011