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521 Hauppauge Rd, Suite 206, Happauge, NY 11788

(631) 663-3133
Service@SteadWiseAdvisors.com
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Meet Our Team

A close-knit family team focused on client service above self.

How We Work

We focus on goal-based planning for our clients as we find this builds engagement and confidence in reaching your long-term goals. We do this by following a comprehensive planning methodology along with a team focused on client service and satisfaction.

Our advisors take each client seriously as we understand that you are coming to us because you need a financial professional in your life and that your savings represents a lifetime of hard work. Our goal is to make planning and financial decision- making as easy as possible, as well as to help you maximize your assets.

SteadWise Wealth Advisors focuses on remaining students of the industry so we can be an educational resource partner to our clients. We are highly committed to serving you and your family's needs. 

Our Vision

  • To help every client achieve their personal financial and life goals through thoughtful and persistent comprehensive planning.
  • To be sought out for our honesty, integrity and the overall value we provide to our clients.
  • To maintain impeccable client satisfaction with every client as they experience our client service model, planning process and our dedicated service team led by our 3 diligent partner advisors.
  • To offer our clients a team of highly trained professionals, all students of our business, all having obtained industry-specific credentials and operating with the highest levels of integrity, as fiduciaries.
  • To offer comprehensive Financial Advice and Wealth Management, as well as protection planning to all who seek it at a level of sophistication that matches your needs and experience now and over time as you grow and evolve.

Our Mission

To help guide busy, successful clients in how to simplify and improve their financial lives.

We aim to do this in the most transparent way possible, providing value along the way at every decision.  Our work together should be additive to your overall success.

Our Partnership with Osaic

As part of the independent broker-dealer Osaic, we have access to a wealth of research, resources, and industry connections. This means we can provide our clients with the highest level of support and tailored financial solutions.

Learn more


Our Values

Steadwise in the Community

The Steadwise team's deep commitment to care is a part of who we are and what drives us every day. With that in mind, we believe in being active and giving back to our communities. 

Our team is proud to dedicate time and energy to volunteer efforts that reflect our values and support causes that matter to us, such as:


  • Scouting America, Suffolk County Council
  • Hero Spirit Project
  • Seatuck Environmental Association
  • Uniformed Fire Alarm Dispatchers Benevolent Association
  • Dove Youth Development
  • Practice Day of Service
  • Sponsoring a high school student and a university student in the Dominican Republic


Each of these efforts reflects another aspect of our commitment to better the world around us. As we continue to grow as a company, we remain steadfast in our dedication to these causes, always seeking new ways to uplift others and ourselves. Together, we believe we can help build stronger, healthier communities.

Our team is proud to dedicate time and energy to volunteer efforts that reflect our values and support causes that matter to us, such as:


  • Scouting America, Suffolk County Council
  • Hero Spirit Project
  • Seatuck Environmental Association
  • Uniformed Fire Alarm Dispatchers Benevolent Association
  • Dove Youth Development
  • Practice Day of Service
  • Sponsoring a high school student and a university student in the Dominican Republic


Each of these efforts reflects another aspect of our commitment to better the world around us. As we continue to grow as a company, we remain steadfast in our dedication to these causes, always seeking new ways to uplift others and ourselves. Together, we believe we can help build stronger, healthier communities.

Our team is proud to dedicate time and energy to volunteer efforts that reflect our values and support causes that matter to us, such as:


  • Scouting America, Suffolk County Council
  • Hero Spirit Project
  • Seatuck Environmental Association
  • Uniformed Fire Alarm Dispatchers Benevolent Association
  • Dove Youth Development
  • Practice Day of Service
  • Sponsoring a high school student and a university student in the Dominican Republic


Each of these efforts reflects another aspect of our commitment to better the world around us. As we continue to grow as a company, we remain steadfast in our dedication to these causes, always seeking new ways to uplift others and ourselves. Together, we believe we can help build stronger, healthier communities.

Our team is proud to dedicate time and energy to volunteer efforts that reflect our values and support causes that matter to us, such as:


  • Scouting America, Suffolk County Council
  • Hero Spirit Project
  • Seatuck Environmental Association
  • Uniformed Fire Alarm Dispatchers Benevolent Association
  • Dove Youth Development
  • Practice Day of Service
  • Sponsoring a high school student and a university student in the Dominican Republic


Each of these efforts reflects another aspect of our commitment to better the world around us. As we continue to grow as a company, we remain steadfast in our dedication to these causes, always seeking new ways to uplift others and ourselves. Together, we believe we can help build stronger, healthier communities.

Our team is proud to dedicate time and energy to volunteer efforts that reflect our values and support causes that matter to us, such as:


  • Scouting America, Suffolk County Council
  • Hero Spirit Project
  • Seatuck Environmental Association
  • Uniformed Fire Alarm Dispatchers Benevolent Association
  • Dove Youth Development
  • Practice Day of Service
  • Sponsoring a high school student and a university student in the Dominican Republic


Each of these efforts reflects another aspect of our commitment to better the world around us. As we continue to grow as a company, we remain steadfast in our dedication to these causes, always seeking new ways to uplift others and ourselves. Together, we believe we can help build stronger, healthier communities.

Our team is proud to dedicate time and energy to volunteer efforts that reflect our values and support causes that matter to us, such as:


  • Scouting America, Suffolk County Council
  • Hero Spirit Project
  • Seatuck Environmental Association
  • Uniformed Fire Alarm Dispatchers Benevolent Association
  • Dove Youth Development
  • Practice Day of Service
  • Sponsoring a high school student and a university student in the Dominican Republic


Each of these efforts reflects another aspect of our commitment to better the world around us. As we continue to grow as a company, we remain steadfast in our dedication to these causes, always seeking new ways to uplift others and ourselves. Together, we believe we can help build stronger, healthier communities.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Financial Advisors

Jason Harris, MSFS, CRPC™

Jason Harris, MSFS, CRPC™

Financial Advisor, Partner

(516) 977-7090

(516) 977-7093

Mark Harris

Mark Harris

Financial Advisor, Partner

(516) 977-7090

(516) 977-7093

Robert Martino CFP®, ChFC®, CLU®, RICP®, CRPC®, CLTC®

Robert Martino CFP®, ChFC®, CLU®, RICP®, CRPC®, CLTC®

Financial Advisor, Partner

(631) 663-3133

(631) 938-2452

Anthony Martino, CRPC™, CLTC®, RICP®

Anthony Martino, CRPC™, CLTC®, RICP®

Financial Advisor, Partner

(631) 663-3133

(631) 938-2452

Office Staff

Jon Rekedal

Jon Rekedal

VP of Relationship Management

Kathleen Stroub

Kathleen Stroub

Operations Director

Nick Kurdziel

Nick Kurdziel

Admin/Paraplanner

631-663-3133

Andrew Mastrole

Andrew Mastrole

Client Service Associate / Office Administration

(631) 663-3133

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Contact Us Today

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.