Susie Steel, CFP

Susie Steel, CFP Certified Financial Planner™ (CFP®)
Helping families and individuals make confident financial decisions with clarity, care, and simplicity.

Learn more about our story in the About section ("Details About You") With more than three decades of experience in financial planning at Deerfield, my approach to wealth management has always been rooted in a spirit of service, treating each client as an extension of my own family. My ethos of “to whom much is given, much will be required” drives my heartfelt desire to provide dedicated and empathetic service to help my clients focus the power of their wealth on their most worthwhile causes. At Deerfield, we call this purpose-driven approach Wealthwhile planning. Wealth management requires both breadth and depth of knowledge. At Deerfield, we have that knowledge. Perhaps even more importantly, we bring it to life through the power of collaboration – working as a seamless team, blending our individual experiences to offer confident advice, step-by-step guidance, and efficient implementation that allows our clients to focus their wealth on creating more of what is worthwhile in their lives. As an independent, fee-only financial services and wealth management firm, we are committed to being our clients’ constant financial advocates. Currently, we are trusted by more than 200 client families throughout the US - many of whom are women, physicians, attorneys, or business leaders with a range of net worth from $1 million to over $50 million. Regardless of where they are on their journey, their lives and careers have become more complex, and so have their financial situations. We understand, and we have decades of wisdom and experience that enable us to provide highly personalized service in the following areas:

• Comprehensive wealth management
• Financial issues between generations
• Estate and generational planning
• Retirement and tax planning

At Deerfield, we are committed to our clients, to one another, and to our profession. It is a commitment we honor with integrity, clarity, and the desire to continually enhance our wisdom and the services we provide. To learn more, call (317) 469-2455 or email [email protected].

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Deerfield Financial Advisors, Inc. (“Deerfield”) is an SEC-registered investment adviser located in the State of Indiana. Deerfield and its representatives are in compliance with the current notice filing requirements imposed upon SEC-registered investment advisers by those states in which Deerfield maintains clients.

"Planning is bringing the future into the present so that you can do something about it now." — Alan Lakein
10/10/2026

"Planning is bringing the future into the present so that you can do something about it now." — Alan Lakein

A deer standing in our neighbor's backyard, photographed in the morning from my kitchen window.I have spent more than 30...
10/09/2026

A deer standing in our neighbor's backyard, photographed in the morning from my kitchen window.

I have spent more than 30 years at my firm, Deerfield, so I am counting this as "professional development". (Get it? ... deer .. Deerfield)

Mornings in Carmel are quiet and full of small gifts like this one.

Teaching kids about money isn't about grand lessons; it's the little everyday choices. We found that things like tying s...
10/08/2026

Teaching kids about money isn't about grand lessons; it's the little everyday choices. We found that things like tying small earnings to chores, helping them put a bit away for their future, or handing over a clothing budget so they could learn real trade-offs made all the difference. It's really just about giving them the tools to feel confident and thoughtful about money as they grow up.

Your will and power of attorney cover less than you think. Here is what families may miss when they assume the plan is f...
10/08/2026

Your will and power of attorney cover less than you think. Here is what families may miss when they assume the plan is finished. Link in the comments.

A client came to me years ago after her husband died suddenly at 46. She had three young children, and she had never pai...
10/07/2026

A client came to me years ago after her husband died suddenly at 46. She had three young children, and she had never paid a bill online.

She wrote this in her client story: "Within minutes of speaking with Susie, I felt seen, heard, and cared for."

In those first weeks, she needed someone sitting beside her, explaining one thing and then the next. (We saved the portfolio work for later.) Now she is one of the most capable people I know, and she got there by asking every question she had until the answers made sense to her.

10/06/2026

Recent inflation data shows prices accelerating due to rising gas costs, putting ongoing pressure on household budgets and borrowing costs. Navigating shifting economic conditions makes having a resilient financial strategy more important than ever.
Click the link in the comments below to learn more! 📉📊

I deep-cleaned the refrigerator this month, and I'd like some credit for it. 😂Every shelf, every drawer, the door seals,...
10/05/2026

I deep-cleaned the refrigerator this month, and I'd like some credit for it. 😂

Every shelf, every drawer, the door seals, and, yes, even the area under the crisper. It took an entire afternoon, and I have opened the door several times since just to admire it.

Thirty years of talking with people about their money has shown me that the small tasks we keep putting off take up far more room in our heads than they should. The refrigerator was one of mine. Now it isn't.

Happy World Smile Day!Throughout my career, the most rewarding part has always been seeing that sense of relief and happ...
10/03/2026

Happy World Smile Day!
Throughout my career, the most rewarding part has always been seeing that sense of relief and happiness on a client's face when everything in their financial plan comes together. There’s truly nothing quite like giving someone that peace of mind.
Take a moment today to share a little joy with someone around you! 🌟

A client recently told me, "Every advisor in your office should learn more about what AI can do, and the Apple Intellige...
10/02/2026

A client recently told me, "Every advisor in your office should learn more about what AI can do, and the Apple Intelligence session at the Apple store is a must." So, of course, I signed up for it.

Unfortunately, it wasn't the same content they provided at the location she went to, but the session covered writing tools and image creation. What I found more interesting was the room itself. People of every age and comfort level, all circling the same question from different directions: what is this good for, and where does it help me?

I don't expect AI to do my job. I do expect clients to ask me about it, and I would rather answer from experience than from skimming a headline.

Thanks to the client who nudged me to go. Some of my best professional development comes from the people I advise.

"Autumn is a second spring when every leaf is a flower." — Albert Camus
10/01/2026

"Autumn is a second spring when every leaf is a flower." — Albert Camus

Address

310 E. 96th Street, Suite 375 Indianapolis
Indianapolis, IN
46240

Telephone

+13174692455

Website

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