Steven Crevar

Steven is dedicated to helping individuals and families achieve their short- and long-term financial goals. His primary focus is on customizing wealth management solutions for high-net-worth individuals and executives. Steven works closely with clients to understand their unique objectives and create personalized, comprehensive financial plans that align with their goals. He also assists in navigating complex financial situations, including estate planning, tax planning, and retirement planning. Steven joined Mercer Advisors in 2019, bringing experience from his previous role at Summit Financial. He began his financial services career in 2010. Steven holds a Bachelor of Science in finance and financial planning from William Paterson University of New Jersey. He is a CERTIFIED FINANCIAL PLANNER® Professional and holds the Series 66 license. Proud of his wife and their two children, Steven enjoys traveling with his family in his spare time.