Steven H. Lewis, CPA
“I am not only someone my clients trust, I am also their advocate in helping best position their finances, both now and in the future.”
A practicing CPA since 1970, Steve joined the firm in February 2006 and became a Director in June 2007. He has been a registered investment advisor since 1988. Steve specializes in serving high income and high net worth individuals, including physicians, attorneys, professional athletes, consultants and other entrepreneurs.
As a registered investment advisor and a CPA, Steve helps his clients find the answers they need to successfully reach their personal financial milestones, including proactive tax planning advice in order to minimize taxes, creating financial plans that maximize savings and retirement planning that ensures easier living in the future. His expertise as an investment advisor also allows him to be directly involved with investment and asset allocation planning.
Steve prides himself on getting involved in all facets of a client’s financial life, offering lifelong guidance from their financial beginnings to retirement and beyond. Through one-on-one sessions, he works with his clients to understand and realize their short- and long-term goals. Steve also offers strategic wealth and investment planning services designed to accomplish these goals. Depending on their needs, he will even help clients stay on top of their financial obligations by managing their expenses and paying bills.
Steve was named a FIVE STAR Certified Public Accountant by Chicago magazine in 2014 and in 2015.
Away from the office, Steve plays golf and tennis as often as possible. He is also a loyal Bulls fan and a regular at the United Center. He is a voracious reader who prefers reading non-fiction and biographies on his newly-acquired Kindle.
- Former Board Member, Cancer Wellness Center
- Former Board Member, ACLU
- Former Board Member, Chicago Commons
- Former Board Chairman, Opportunity, Inc.