Steve K. Rumsey

About Steve

Steve entered the financial advisory profession in 1994 and serves as Chief Investment Officer at Optimus Advisory Group, overseeing the firm's investment strategies and portfolio management process. His disciplined, data-driven approach to markets has been a cornerstone of the firm's risk-managed philosophy since its founding.

Our primary focus is Retirement Risk Management — helping clients navigate the major money-in-motion lifecycle events that define critical financial transitions: 401(k) and pension rollovers, inheritances and estate settlements, business or real estate sales. Whether a client is approaching retirement or managing a significant life transition, we work to turn complex lump-sum events into reliable, tax-smart, long-term retirement income strategies.

"The best investment strategy is one you can stick with through both good markets and bad. That's what we build for every client."

Serving Middle Tennessee

A Fiduciary Advisor Who Works Around You

Steve works with individuals and couples across Middle Tennessee who are approaching retirement or navigating a major financial transition. If you're in the area, you're always welcome to meet at our Dickson office. For clients who'd rather not make the drive, most conversations start with a phone call — no pressure, no commitment, just a straightforward talk about where you are and where you want to be. Video meetings are a great next step for clients who prefer face-to-face from the comfort of home. And if an in-person meeting makes sense but Dickson isn't convenient, Steve can find somewhere closer to you.

Not in the list? Steve also serves clients throughout Tennessee and nationwide. If you're looking for a fee-based fiduciary advisor, reach out — a quick phone call is the easiest place to start.

Common Questions from Tennessee Clients