Steven Nootbaar is a Financial Advisor at Innovative Financial Group’s Alpharetta office, specializing in continuity strategy, qualified retirement plans, and long-term value growth for established, founder-led businesses. As a Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Plans Specialist™ (CRPS™), Steven empowers business owners to see around corners, address unseen risks, and master the inevitable transitions that define their legacy.
Before joining IFG, Steven spent nearly a decade as Director of Analytics at one of Florida’s premier health insurance agencies, spearheading strategic systems overhauls and engineering the operational backbone that positioned the firm for a successful acquisition. This fusion of deep analytics, operational expertise, and strategic foresight underpins his unique advisory philosophy today: True business success is measured by far more than growth. It's proven by cultivating the resilience to withstand disruption, pivot decisively, and emerge stronger.
Working closely alongside traditional advisory frameworks, Steven acts as a strategic quarterback who integrates personal financial planning with operational and strategic execution. He partners seamlessly with specialized wealth advisors to synthesize founders' personal ambitions, financial goals, and business realities into a cohesive, actionable vision. Leveraging the Value Acceleration Methodology, Steven transforms abstract succession strategies and risk mitigation plans into tangible roadmaps that close wealth gaps, safeguard legacies, and create lasting, transferable value.
Fully FINRA registered as an investment advisor representative, Steven works hand-in-hand with Rick Walters and Mark Widlowski to deliver an integrated advisory experience that goes beyond retirement planning and risk management alone to give founders the strategic confidence, operational clarity, and personal certainty they need to build lasting, meaningful legacies.
Steven lives in Smyrna, GA, with his fiancée, Ashley. On weekends, you'll find him hiking local trails or spending time with his young son, Jace, who continually inspires him to help founders understand that true legacy goes far beyond their balance sheets.