Title: Managing Partner
Company: Tennant Financial
Location: Saratoga Springs, New York, United States
Steven A. Tennant, Managing Partner at Tennant Financial, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements and leadership in the Financial Services Industry.
Attributing more than three decades to his distinguished career, Mr. Tennant has established himself as a leading figure in financial planning and wealth management. Since 2025, he has served as a managing partner at Tennant Financial, where he is known for his holistic approach to client service and his commitment to building a culture of integrity and care within his organization.
Under Mr. Tennant’s leadership, the firm has experienced significant growth, including surpassing $1 billion in assets under management, a milestone that marked years of disciplined expansion and strategic vision. He takes particular pride in having expanded the business by hiring full-time team members during challenging periods, demonstrating a willingness to make substantial financial commitments for long-term success.
Mr. Tennant stands out in the industry for acting as a personal chief financial officer for clients, overseeing coordination among all their advisers to ensure every aspect of their financial and legal well-being is addressed. This integrated approach distinguishes Tennant Financial from other firms that may focus solely on investment performance or transactional planning. Mr. Tennant is deeply involved in facilitating meetings with estate attorneys or accountants and ensures that clients’ needs are met even after formal consultations conclude. The firm’s commitment extends beyond primary clients to include support for their families, equipping the next generation with essential knowledge for financial independence.
A hallmark of Mr. Tennant’s career is his dedication to cultivating strong relationships with both clients and colleagues. He credits much of his success to the exceptional team he has assembled at Tennant Financial. Notably, Jeremy Berry, a certified public accountant, and Ryan Wade, a chartered financial analyst, have been instrumental in the firm’s development. Mr. Tennant refers to his colleagues as team members rather than staff, reflecting his belief in empowering talented professionals whose expertise complements and often exceeds his own. By providing competitive salaries and robust benefits, he fosters a committed workforce dedicated to upholding the firm’s values of care and integrity.
Before his work at Tenant Financial, Mr. Tennant was a wealth management adviser at The Northwestern Mutual Life Insurance Company for nearly 30 years, between 1996 and 2025. During this period, he honed his expertise in client relations and interpersonal communication, distinguishing himself through an ability to foster trust and deliver comprehensive financial solutions tailored to each client’s unique needs. Mr. Tennant’s approach consistently emphasized the importance of understanding clients’ goals and coordinating efforts among various advisers to ensure seamless service delivery.
Mr. Tennant began his professional journey in retail as a store manager at CVS from 1991 to 1996. This early experience provided him with foundational skills in team leadership and operational management that would later inform his approach to building high-performing teams in the financial sector.
The origins of Mr. Tennant’s career can be traced back to an early interest in finance and personal experience working with a financial planner at age 21. Motivated by a desire to protect his family through sound financial strategies, he found fulfillment in helping others achieve similar security. At 25 years old, despite offers for management positions from major retail companies, he made the pivotal decision to pursue entrepreneurship, founding what would become Tennant Financial with little more than determination and confidence in his abilities.
Mr. Tennant’s academic background included earning a Bachelor of Science in finance from Siena University in 1991. This educational foundation provided him with critical analytical skills and an understanding of complex financial concepts that have been integral to his professional achievements. In addition to his degree, Mr. Tennant holds the certified financial planner credential, one of the most respected certifications in the field of financial planning. This designation underscores his commitment to maintaining high standards of ethical practice and technical proficiency.
In August 2026, Mr. Tennant was featured as a Top Professional by The Wall Street Journal, a testament to his reputation for excellence and innovation within the industry. His expertise in client relations and interpersonal communication has been widely recognized within the field.
Throughout his career, Mr. Tennant has attributed much of his longevity and uniqueness in the profession to prioritizing people over process, whether selecting team members or engaging with clients whose trust must be earned through consistent care and transparency. He believes that true success lies not only in technical expertise but also in fostering genuine relationships built on mutual respect.
Looking ahead, Mr. Tennant remains focused on expanding his practice while developing future leaders within the firm. His ongoing priority is providing continuity of service to ensure clients continue receiving exceptional care regardless of any eventual transitions. Mr. Tennant’s legacy is defined by unwavering dedication to clients’ best interests, innovative leadership within the industry and an enduring commitment to nurturing talent within his organization, qualities that have set him apart as a trusted adviser and leader in financial services.
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