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.

NAPFA Start Date

February 01, 2023


This Office

1 Gatehall Dr, Suite 207 Parsippany, NJ 07054 Phone: +1 (973) 970-2627