As founder and Managing Director of LeClair Wealth Management, Steve applies his more than 19 years of industry experience in providing virtual family office services. He has been recognized nationally – in 2019*, he was named one of the top financial advisors in Ohio by Forbes. A Certified Financial Planner™ professional and Certified Exit Planning Advisor, he guides successful families and entrepreneurs to and through momentous transitions in life.
His financial services career began in 2002, when he formed a team that focused on the financial well-being of retirees, multigenerational families and owners of closely held businesses. Today, he’s proud of the many long-lasting relationships he has formed with clients while helping them plan for their financial goals.
The team’s efforts center on five core strategies: wealth preservation, cash flow maximization, tax efficiency, legacy planning and philanthropy. Their mission is to provide truly comprehensive wealth management. They also assist businesses with a range of needs, including banking, business transition planning and capital markets.
Before joining Raymond James in 2019, Steve had a 16-year career at UBS, where he held the titles of Branch Manager and Senior Vice President, Wealth Management. His educational background includes earning an MBA degree from the University of Phoenix and a B.A. from the University of Colorado. He has also attained the Certified Exit Planning Advisor designation as well as the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Giving back is a priority for Steve. He has served as a board member of the Association for Corporate Growth and the YMCA of Central Ohio. He is also an active member of the Conway Family Business Center, the ESOP Association and the National Center for Employee Ownership.
Steve is a resident of both Columbus, Ohio, and Miami, Florida. He has two children, Olivia, who graduated from Ohio University in 2020, and Max, who attends Ohio State University.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.