Steve Siders
MY WHY
Why I Became a Financial Advisor
I was always interested in personal finance, saving more, spending less, and being wise with my money, but it was when I approached my 30th birthday that I had an aha moment. I realized my successful corporate career in supply chain management wasn’t providing me with the passion and purpose I needed.
I did some soul searching and learned three things about myself: 1) I enjoy meaningful conversations with a few people at a time, 2) my personality is that of a caretaker, but it was too late to change to a medical career, and 3) I really enjoyed personal finance. I had heard of the CERTIFIED FINANCIAL PLANNER® certification, so I took evening classes for more than a year to experience the subject matter and to talk with others in the industry. I realized I really liked planning and helping others, so I made the career change and haven’t looked back. I love what I do, caring for others and making wise decisions about their money.
MY FOCUS
Understanding Your Financial Goals
Everything we do is focused on our clients’ financial well-being. So, knowing each client’s financial goals and current circumstances is paramount. We then develop a financial plan to work toward achieving each goal and implement investment and other strategies to keep them on track.
We work as a team caring for all aspects of our client’s financial wellness. We encourage clients to call us first with their financial questions or concerns. We’ll help if we can, or we’ll get them to a trusted professional who will. We also work in partnership with their existing professionals, including CPAs, attorneys, insurance agents, and mortgage lenders.
About Steve
Steve Siders joined Forum Financial Management in 2026 as a Partner and Financial Advisor. He has been caring for the financial well-being of his clients since 2003 when he sought a more personally fulfilling career helping others with their personal finances. Prior to that, he worked in supply chain management, first as a consultant for Manugistics Group in Maryland (now Blue Yonder) and second in various production planning and management roles for Riverwood International in Georgia (now Graphic Packaging International).
With more than 20 years of experience in personal finance, Steve brings a deep understanding of financial planning that translates into building thoughtful and resilient strategies for his clients. Steve is a CERTIFIED FINANCIAL PLANNER® professional and completed the Oglethorpe University Financial Planning program in 2001.
Steve is a native of Springfield, Ohio. He graduated from Penn State University in 1991. He is married to Lynne, a life coach, and they have two wonderful college-aged daughters, Grace and Lexie. They live in Roswell, Georgia. Steve is actively involved with the North Fulton Rotary Club, where he served as president and has been on the board of directors multiple years, as well as his church and various non-profits. Steve enjoys golf, college football, hiking, and being outdoors, especially in autumn.
MY ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
PREVIOUS 
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
PREVIOUS Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.
