Stephen Cheifetz

Sr. Wealth Advisor

Stephen N. Cheifetz

CFP®, CPA

scheifetz@merceradvisors.com

Steve launched his career in public accounting and corporate finance and later gained significant experience in investment services as a shareholder of a regional financial advisory firm. He joined Kades Financial Inc. in 2014 and formed Kades & Cheifetz LLC with Howard Kades in 2016. They joined Mercer Advisors in 2024. As a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Public Accountant, Steve provides his clients with personalized investment and tax planning services. He received his MBA from Temple University in 2001 and his bachelor’s degree in accounting from the University of Pittsburgh in 1993. Steve most enjoys learning about each client’s story, and then working together to manage their financial well-being into the future.

Berwyn

By appointment only.
1055 Westlakes Dr. 3rd Floor
Berwyn, PA 19312

Visit Office

Ready to learn more?