Stephen J. Adler retired, former Managing Director

Steve began his career in financial services working at EF Hutton in 1976. Over several decades in the industry, he experienced firsthand the realities of market volatility, including the downturns of 1973 to 1974, 1987, and 2008. Those early and defining market experiences reinforced for him the importance of thoughtful planning, discipline, and long-term perspective.

In the late 1970s, Steve began developing comprehensive financial plans to help individuals and families with a particular focus on corporate and executive service to preserve and leave a lasting legacy. His earliest plans were built using technology that no longer exists, but the core principles that guided his approach remained constant throughout his career.

Steve retired in 2026, taking great pride in the trust his clients placed in him and the meaningful relationships he built along the way, many of which he considered true friendships. He expressed full confidence in the Insperity Private Wealth team to continue serving clients with the same commitment and care that defined his years in practice.