Steven Medland
Steven Medland
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Steven Medland

CFP®, MBA


TABR Capital Management, LLC

Partner/Principal


Orange, CA
Anywhere / Virtual Meetings

Fee-Only Financial Planner serving Orange County, CA including Anaheim, Huntington Beach, Irvine, Newport Beach, and Yorba Linda

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Steven Medland is a Orange, CA fee-only financial planner. TABR Capital Management, LLC provides comprehensive and objective financial planning and investment management to help pre-retirees, reitrees, women in transition and clients experiencing sudden wealth organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Steven Medland is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Get to Know Steven Medland

While most high school students were dreaming about the day they get their driver’s license, Steve Medland was already investing in the stock market with his father’s guidance. Growing up in Orange County, his parents stressed the importance of savings; however, money was tight when it came time to apply for college. Undaunted, he applied for and received a congressional nomination and full scholarship to the U.S. Merchant Marine Academy. Equipped with his engineering degree after four years at the academy, he set his course for a new destination: Navy submarine officer.

Though Steve was only earning about $24,000 per year initially after graduation, he immediately started saving $150 per month and investing it in the stock market. Applying the discipline he learned in the Navy, with each raise and promotion Steve took at least half of the monthly increase and added it to his investments. This maneuver eventually allowed him to leave the Navy to fund and pursue his interest in finance by earning an MBA from the Wharton School.

While Steve was earning his MBA, the internet-bubble collapse was creating market havoc. He contacted his advisor, Bob Kargenian at Prudential, and asked to spend the summer of 2001 analyzing Bob’s approach to business with the tools he had developed in business school. During that summer, Steve experienced the difference between generic financial advice and how well-researched financial planning could lead to a more secure and rewarding life. It was then that he realized financial planning was no longer just a personal interest, but his calling.

The two had a productive summer together and after Steve graduated, Bob brought him on board. After a year of working together, the pair co-founded TABR in 2004.

Steve’s strategic and tactical approach to financial planning has made him a reliable source for insight about market trends; he has been quoted in The Wall Street Journal, Reuters, BusinessWeek, NewsWeek, U.S. News & World Report and Kiplinger’s Retirement Report, among others. Read more TABR in the News.

He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association® (FPA®), and the Paladin Registry, an independent resource for fiduciary investment professionals and ProVisors.

Giving back is an essential part of Steve’s life. He has helped build seven homes with Habitat for Humanity and currently volunteers with Homes for Our Troops, an organization which builds specially adapted homes for severely injured veterans.

Steve is also a volunteer interviewer for the University of Pennsylvania/Wharton School Alumni Interview Program. The Alumni Interview Program is dedicated to offering an interview to every undergraduate applicant to the University of Pennsylvania. In doing so, the program makes Penn more accessible to all applicants, allows them a chance to advocate for themselves, and provides Penn Admissions with information they might not otherwise find in an application.

Learn more about Steve at https://stevemedland.com/.

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I Can Help You With:

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning

Ideal Clients:

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Novice Investors

Office Locations

  • 500 N. State College Blvd, Suite 1320 - Orange, CA 92868

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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