Steven Shirley

Steve is a retirement and investment planner who helps working people in Greater Houston get the professional advice they need to plan for lifetime financial security.

A family man with two adult children of his own, Steve understands your need to safeguard your family's financial security. His investment philosophy focuses on protecting and growing your nest egg safely.

A gifted communicator

Many financial experts speak in a confusing financial jargon only they can relate to.

Steve does the opposite. He explains things in everyday English - even complex investment concepts.

After a meeting with Steve, you walk out feeling better informed and more confident in how to plan your future.

He'll open your eyes to the opportunities available to you, and the best ways to take advantage of them.


(713) 751-3163
(832) 201-9924
1560 W. Bay Area Blvd. Suite 105
Friendswood, TX 77546

10205 Westheimer, Suite 500
Houston, TX 77042
Steven W. Shirley is a Registered Representative of IMS Securities, Inc. (IMS), Member FINRA/SIPC. and an Investment Advisor Representative of IMS Financial Advisors, Inc.(IMSFA), a Registered Investment Advisor located 10205 Westheimer Rd,. Suite 500, Houston, TX 77042 (713) 266-2993. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Steven W. Shirley, IMS, and IMSFA do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and take no responsibility. All such information is provided solely for convenience purposes only. Steven W. Shirley, IMS, and IMSFA do not endorse, control, or receive compensation from any of the third party advertisers within this website. Steven W. Shirley, IMS, and IMSFA are not affiliated with any of the firms or entities listed unless specifically stated.