Stephen Roberts
Financial Advisor
Stephen Roberts is a seasoned Financial Advisor at Cetera Investors based out of Indianapolis, Indiana with 14 years of experience, proudly serving clients throughout the United States, offering expert guidance in retirement planning and wealth management. He specializes in working with business owners, farmers, teachers, and retirees, delivering personalized financial strategies tailored to each client’s unique goals. Stephen also assists several businesses and municipalities navigate the complexities of their 401(k), 457, and 403(b) plans by delivering several plan choices to ensure it fits the employer’s and employees’ needs inside their workplace retirement plans.
Stephen is known for his relationship-driven approach, combining clear communication with strategic financial planning to help clients make confident decisions for their future. Whether preparing for retirement, managing wealth, developing tax conscious plans or planning a legacy, he is committed to delivering thoughtful, long-term solutions built on trust, transparency, and personalized service.
Stephen lives in Fishers, Indiana, with his wife, Meredith, their two children, Eleanor and Finn, and their family dog, Maeve. Outside the office, he enjoys golf, deer and duck hunting, mountain biking, motorcycles, snow skiing, and coaching his kids’ sports teams, bringing the same focus, care, and dedication to his personal life that he offers to every client relationship.