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About Us
Preparing for that next step in life isn’t always easy.  The road to financial stability can seem complicated, time consuming, and difficult – perhaps even a bit overwhelming.  Life if full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, we can help you.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives.  We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions.  By working with us, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future.  Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.
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 Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisor Act of 1940, and a registered Broker Dealer. 
Steven M. White is a Branch Manager, Registered Representative and Investment Advisor Representative of Innovation Partners, LLC.
Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 806, Charlotte, NC 28210
Phone: (704) 708-5461 Fax: (980) 265-1555
 


Check the background of this financial professional on FINRA's BrokerCheck.