Broker Check

More than 28 years of experience helping individuals and families navigate complex financial decisions.

Steven Silber is a CERTIFIED FINANCIAL PLANNER™ professional and CLTC with extensive experience in financial planning, retirement planning, investment planning, wealth management, long-term care planning and estate-planning coordination.

His professional career has focused on helping individuals and families understand their financial choices, organize competing priorities and approach important long-term decisions with greater clarity.


Decades of experience across retirement, wealth, risk and multigenerational financial planning.

A career centered on comprehensive financial planning

A career centered on comprehensive financial planning

Financial decisions rarely exist in isolation. Retirement, investments, taxes, insurance, estate considerations, family needs and long-term care often intersect.

Throughout his career, Steven has focused on understanding those relationships and helping people evaluate financial decisions in the context of their broader goals and circumstances.

Areas of Professional Experience

Comprehensive Financial Planning

Experience considering how retirement, investments, taxes, insurance, estate considerations and other financial priorities interact within a broader financial picture.

Retirement Planning

Professional experience addressing retirement readiness, income needs, investment considerations and the financial transition from working years into retirement.

Wealth Planning

Experience with the financial complexities that can accompany significant assets, including investment planning, retirement income, risk management and multigenerational considerations.

Protection Planning

Experience evaluating insurance, long-term financial risks and strategies intended to protect individuals and families against unexpected financial disruption.

Long Term Care Planning

As a CLTC, Steven has extensive professional knowledge relating to long-term-care planning, potential care costs and the financial implications of extended-care needs.

Estate Planning Coordination

Experience helping individuals and families understand financial issues that intersect with estate planning and coordinate planning considerations with qualified legal and tax professionals.


*Specific legal advice not provided. We suggest that you discuss your specific situation with a qualified legal advisor.