Steven H. Lewis

Steven H. Lewis
Director

P 312.670.7444 | F 312.670.8301

Steve Lewis 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, 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

01.08.19

ORBA Announces the Launch of Wealth Advisory Subsidiary, ORBA Wealth Advisors, LLC
CHICAGO — Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest public accounting firms, is pleased to announce the opening of its new wealth advisory subsidiary, ORBA Wealth Advisors, LLC, an Independent Registered Investment Advisor (RIA). 

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Media Mentions

01.10.19

Various Media – ORBA Launches ORBA Wealth Advisors

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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