Steven H. Lewis, CPA

Steven H. Lewis, CPA
Director

P 312.670.7444 | F 312.670.8301

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.

 

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Media Mentions

02.19.18

Various Media

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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