Meet Steve

Steve is a Sr. Wealth Advisor at Mercer Advisors, based in the Boca Raton, Florida office. He joined the firm in 2024 through the acquisition of Kades & Cheifetz LLC which he built and ran with Howard Kades beginning in 2016. Stephen is a CPA and CERTIFIED FINANCIAL PLANNER® professional. He earned a B.S. degree in accounting from the University of Pittsburgh and a MBA from Temple University.

Steve’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Steve has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Guiding clients through living in retirement with steady income and smart planning
Concentrated stock positions that require strategic diversification and tax efficiency
For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Family businesses navigating succession, liquidity, and legacy goals

His working style

Steve is known for listening to his clients and customizing his guidance so that each client feels heard and understood. He understands that the planning process is not one size fits all and relishes the challenge to create a unique and positive experience for all of his clients.