Steven Schwartz,
CPA, JD, PFS, RMA

Client Advisor and Principal Emeritus

Prior to joining Mercer Advisors, he founded Wealth Design Services following an over 20-year career as a tax partner at a regional public accounting firm. He is a graduate of the University of Pittsburgh School of Law. Steve has served on the peer review panel of the Retirement Management Journal and has been quoted in the Wall Street Journal, Kiplinger’s Retirement Letter, USA Today, and Marketwatch.

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