SBL Partners

About SBL Investment

Advisors

Integrated tax and wealth management solutions that help you keep more of what

you earn.

Our Firm History & Philosophy

SBL Investment Advisors was founded by Stephen Leaming with a clear mission: to bridge the gap between traditional financial advisory services and tax planning, providing clients with a truly integrated approach to wealth management.

After observing how most financial professionals operate in silos—with investment advisors focusing solely on portfolio management and CPAs concentrating exclusively on tax preparation—Stephen recognized the need for a more comprehensive solution.

Today, SBL Investment Advisors serves high-income professionals, business owners, and investors who want to maximize their wealth through strategic tax planning, evidence-based investing, and sophisticated wealth protection strategies. Our integrated approach has helped clients save millions in taxes while building wealth more efficiently than traditional methods.

What Makes Us Different

Integrated Expertise:

We combine tax planning, investment management, and wealth protection under one roof.

Proactive Approach

We focus on planning and strategy, not just reacting to financial events.

Education First

We ensure clients fully understand their financial strategies and decisions.

Fiduciary Standard

We always act in our clients' best interests, period.

Meet Our Team

Experienced professionals dedicated to your financial success.

Stephen Leaming

Founder & Principal Advisor

With over 45 years of experience in financial services, Stephen founded SBL Investment Advisors to provide integrated tax and wealth management solutions. He holds certifications as a Registered Investment Advisor and Certified Tax and Business Advisor.

RIA

Tax Planning

Wealth Management

Jane Smith

Senior Tax Strategist

Jane specializes in advanced tax planning strategies for high-net-worth individuals and business owners. With 15 years of experience as a CPA, she helps clients implement sophisticated tax reduction strategies.

CPA

Tax Planning

Business Strategy

Michael Johnson

Investment Strategist

Michael brings 18 years of investment management experience to the team. He specializes in designing evidence-based portfolios that focus on tax efficiency, risk management, and long-term growth for clients.

CFP®

Portfolio Management

Retirement Planning

Partnership with Excel Empire

Leveraging industry-leading tax planning resources for our clients' benefit.

The Excel Empire Advantage

Access to advanced tax planning strategies and resources

Network of tax professionals and specialists

Ongoing education on tax law changes and opportunities

Proprietary tax planning software and analysis tools

Proven tax reduction systems and implementation support

Our strategic partnership with Excel Empire enhances our ability to deliver exceptional tax planning services to our clients. This collaboration gives us access to cutting-edge tax strategies, ongoing education, and a network of specialized tax professionals.

Through this partnership, we can implement sophisticated tax planning strategies that many traditional financial advisors and CPAs aren't equipped to provide. The result is significant tax savings for our clients that they can redirect toward building wealth more efficiently.

Our Core Values

Integrity

We adhere to the highest ethical standards in all our interactions and recommendations.

Education

We believe in empowering clients through knowledge and understanding of their financial strategies.

Integration

We take a holistic approach, ensuring all aspects of your financial life work together harmoniously.

Innovation

We continuously seek out the most effective tax and wealth management strategies for our clients.

Client Service Promise

At SBL Investment Advisors, we are committed to providing exceptional service to each client. Our Client Service Promise outlines what you can expect when working with us:

Personalized Attention

We limit our client base to ensure you receive the focused attention you deserve.

Responsive Communication:

All client inquiries receive a response within one business day.

Proactive Planning

We'll reach out to you when opportunities or concerns arise, not just at scheduled reviews.

Transparent Fees

You'll always know exactly what you're paying and what you're receiving in return.

Continuous Improvement

We regularly solicit feedback and adapt our services to better meet your needs.

Regulatory Information

SBL Investment Advisors, LLC is a Registered Investment Advisor (RIA) registered with the appropriate state regulatory agencies. As a fiduciary, we are legally obligated to act in our clients' best interests at all times.

Our Form ADV Part 2, which provides detailed information about our services, fees, and business practices, is available upon request or through the SEC's Investment Adviser Public Disclosure website.

For additional information about our regulatory status or to verify our credentials, please contact us directly or consult the appropriate regulatory authorities.