SARATOGA SPRINGS, NY, August 28, 2026 /24-7PressRelease/ -- Steven A. Tennant, CFP®, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Marked by 30 years of experience across financial planning, investments and wealth management, Mr. Tennant currently serves as the managing partner at Tennant Financial — affiliated with LPL Financial — a Wealth Management firm he founded and established in 1996 to help clients and their families establish the ideal monetary plans for their long-term future. Among his proudest achievements is his longstanding commitment to building an exceptional team, attracting and retaining high-caliber professionals who excel in their respective disciplines—even during challenging market environments when doing so meant prioritizing the long-term quality of client service over short-term financial considerations. Mr. Tennant remains steadfast in investing in talented people and thoughtfully adopting new technologies into the practice, recognizing that a world-class team, supported by the right tools and resources, is the foundation for delivering the highest level of service and value to clients.
Approximately five years ago, under Mr. Tennant's stewardship, Tennant Financial surpassed $1 billion in assets under management — a milestone that stands as a testament to years of disciplined growth and strategic leadership since the company was founded. He regards this accomplishment as one of the most memorable in his career, reflecting both his dedication and the collective efforts of his team.
Prior to joining the LPL Financial platform, Mr. Tennant ran his company as a wealth management advisor in partnership with Northwestern Mutual from 1996 to 2025. Over nearly three decades, he developed deep expertise in client relations and interpersonal communication, earning widespread recognition for his ability to build lasting relationships and provide sound financial guidance.
Earlier in his career, Mr. Tennant worked as a store manager at CVS from 1991 to 1996, gaining valuable leadership experience and honing many of the skills that would prove instrumental in his transition to the financial services industry.
Before venturing onto his vocational path, Mr. Tennant pursued higher education and earned a Bachelor of Science in finance and management from Siena University in 1991. To augment his knowledge and qualifications in providing expert advice to his clients, he is also a Certified Financial Planner (CFP).
Mr. Tennant's decision to pursue a career in finance was influenced by an early interest in the field and personal experiences in working with a financial planner at age 21. Motivated by the desire to protect his family through sound financial strategies, he found fulfillment in helping others achieve similar security. He turned down offers for management positions from major retail companies at age 25, choosing instead to establish his own business — a leap of faith that required leaving behind the security of a stable income, and accepting the uncertainty of entrepreneurship, in pursuit of building a lasting future for his wife and children.
Reflecting on his storied journey to date, Mr. Tennant credits much of his success to his talented colleagues at Tennant Financial; he emphasizes the importance of recruiting individuals whose expertise complements or exceeds his own and refers to them as team members rather than staff. Notable contributors include Jeremy Berry CPA, who is recognized by clients as a tax expert and has been with the firm for 28 years, and Ryan Wade CFA, who has been with the firm for more than 20 years as a Chartered Financial Analyst (CFA). Known for providing competitive salaries and strong benefits, Mr. Tennant believes that empowering his team members is essential to fostering growth and security, as well as maintaining high performance within the organization.
Looking toward the future, Mr. Tennant aims to continue expanding Tennant Financial while developing future leaders within the firm and ensuring continuity of service for his clients as he plans for eventual transitions within the organization. His life and career are marked by sustained achievement, professional expertise, family values and an unwavering commitment to both his clients and colleagues within the industry.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. The suite of Marquis® publications, including Who's Who in America® and Who's Who in the World®, remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the globe. Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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