Steven Daury, CFP®
Certified Financial Planner/Founder, Daury Wealth Management
Steve Daury has been working in the financial services industry for three decades, all here in the Pioneer Valley, so there is a pretty good chance that he knows, and possibly even worked with, the other financial professionals on your team, such as your lawyer or accountant. At Daury Wealth Management LLC Steve believed clients owe it to themselves to do business with folks who have a history in the community and are also personally invested in its future.
Steve has been a Certified Financial Planner™ Professional since 1996. Prior to entering the professional world he earned a Bachelor of Science degree in Finance from Siena College. He completed the CFP(r) Professional Education program in 1994 and did post graduate work at Western New England College. He holds various professional licenses.
Steve has a long history of community involvement in the Pioneer Valley including holding volunteer positions on the Boards of The Friends of the Fine Arts Center at the University of Massachusetts, Hospice of the Fisher Home, Northampton Center for the Arts and Home City Housing.
In 2021 Steve made the most important decision of his professional career, and that was to identify his successors. Steve entered into an agreement to sell his practice to Matthew Carbray and Chris Connelly and Ridgeline Financial Partners North LLC was born with a renewed commitment to putting the client's interests first and continuing to embrace the local community, its people and its causes.