Stephen Hilbish, CFA®, CAIA®, CPA, CFP®

Steve is a financial planner with nearly three decades of experience in institutional asset management, bringing a disciplined, research-driven perspective to comprehensive financial planning. Over the course of his career, he has worked with sophisticated investment strategies, portfolio construction, and risk management across multiple market cycles, overseeing multi-billion dollar portfolios.

Steve is a Chartered Financial Analyst® (CFA®) charterholder, a Chartered Alternative Investment Analyst® (CAIA®) charterholder, a licensed Certified Public Accountant (CPA), and a CERTIFIED FINANCIAL PLANNER® (CFP®). This combination of investment, tax, and planning expertise enables him to deliver fully integrated advice across investments, taxes, retirement planning, estate planning strategies, and long-term financial objectives.

Steve focuses on helping individuals and families navigate retirement planning, tax-efficient investment strategies, legacy planning, and wealth preservation with clarity and confidence. His approach emphasizes disciplined analysis, prudent risk management, and transparent communication, ensuring clients understand not only what decisions are being made, but why.

Steve believes effective financial planning is built on trust, education, and alignment with each client’s values and goals. He is committed to providing independent, evidence-based advice tailored to the unique circumstances of every client he serves.