Steven H. Lewis

Steven H. Lewis
Financial Advisor

P 312.670.7444 | F 312.670.8301

Steve Lewis joined the firm in February 2006. 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, 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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Firms News

01.28.21

ORBA Winner of 2021 Top Workplaces USA Award Firm — Firm also Recognized on the Top Workplaces USA Financial Services List
ORBA, one of Chicago’s largest public accounting firms, is pleased to announce that it has earned the 2021 Top Workplaces USA Award. The firm was also recognized on the 2021 Top Workplaces USA Financial Services Industry list, issued by Energage. This is the inaugural year for the Top Workplaces USA Awards.

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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