Stephen Cheifetz

As a CERTIFIED FINANCIAL PLANNER® Professional and Certified Public Accountant, Steve provides clients with personalized investment and tax planning services. Steve takes great pleasure in learning about each client’s story and accompanying them on their journey to financial independence. By listening attentively and understanding their unique situations, Steve creates custom plans that help clients feel reassured. He values building deep, long-term relationships founded on trust.

Steve’s respect for the value of a dollar and his strong desire to achieve financial independence and security led him to earn a bachelor’s degree in accounting from the University of Pittsburgh in 1993, followed by an MBA from Temple University in 2001. He launched his career in public accounting and corporate finance in 1993 and later gained significant experience in investment services as a shareholder of a regional financial advisory firm.

In 2014, Steve joined Kades Financial Inc. and, in 2016, formed Kades & Cheifetz LLC with Howard Kades. They joined Mercer Advisors in 2024.

Outside of work, Steve enjoys playing the guitar, golfing, and spending time at the beach with his family. He splits his time between New Jersey and Florida.