Stephen Esposito (CFP®)

Stephen Esposito focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Steve has a background in retirement income planning, charitable giving strategies, and cash flow management. Typical client profiles include pre-retirees and retirees, high-income young professionals, and company executives.

Additional Information

Steve Esposito is a Managing Partner and Wealth Advisor at Accretive. He holds the CFP® designation and brings over 14 years of experience providing financial advice to high-net-worth families. As Wealth Advisor, Steve is primarily responsible for managing all aspects of the client relationship with a planning-first mentality. Prior to co-founding Accretive, Steve was a Senior Advisor for a hybrid broker-dealer/Registered Investment Advisor in Northern New Jersey.