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  • Podcast

Episode 194: Establishing Your Balancing Act

Steve Nearman of Nearman Financial Consulting

"Don't be afraid to change things. Our business changes, we change. If it's not working, change it up." – Steve Nearman

From a wire house to the independent space, Steve Nearman of Nearman Financial Consulting has experienced a lot in his over 30 years in the financial services industry. Don’t miss this episode of Cambridge Stronger as Steve shares how the challenges he’s had to overcome throughout his career have equipped him to run his own independent business. He also highlights how he’s managed to grow his firm over the years and what he believes is the key to attracting and onboarding new clients. Finally, Steve explains how he stays active in his community through the gift of hockey, from which he was named a 2022 and 2023 Invest in Others Honorable Mention.

Tune into Episode 194: Establishing Your Balancing Act, as Steve joins Cambridge CEO Amy Webber to discuss:

  • His journey into the independent space
  • How his past experiences helped prepare him as a business owner
  • Why community involvement plays a key role in his life and how his family drives his passion to serve others

About Steven Nearman

Steve Nearman, President and CEO, has been assisting clients as a financial consultant and independent insurance agent since September 1987. Five years into the investment business, he founded Nearman Financial Consulting in 1992. Steve received his BA from the University of Rochester in 1982 and his MBA from George Washington University in 1985. He delayed graduation so he could bicycle solo cross-country from Washington, DC to Los Angeles over 30 days to report on the 1984 Summer Olympics. In 2000 and 2001, Nearman was a member of an elite relay team that set World Records in Masters Track, including a victory at Penn Relays.

In 2016, Nearman was selected as a Living Legend of Alexandria for his longtime business, personal and charitable contributions to the City of Alexandria, VA. He gave 13 years as Board Chair of Child & Family Network Centers, which annually provided 200 at-risk 4-year-olds with free high-quality preschool education. He supported local charities and athletes through a national-class half marathon he created in 2010. He also founded the George Washington Patriot Run which finishes inside the historic walls of the famous Mount Vernon Estates.

Husband to Melanie and father to four kids, Steve founded The Great Blizzards of Massachusetts Special Hockey team in 2019, which includes his autistic son Jonathan, the team's goaltender, for people who cannot play on any other hockey team.


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Nearman Financial Consulting, Inc., and Cambridge are not affiliated.

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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