Steve Fortin

CRPS®  |  Partner & Lead Planner

Meet Our Other Staff:    Christopher Flores   |  Amber Mays  | Jason Jones

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Born and raised in Cincinnati, Steve is the 4th of 8 children.  He attended St. Xavier High School and went on to earn BS and MBA degrees from Xavier University.  Soccer has been a life-long passion for Steve, winning the Division 1 high school state championship in 1984, named to the all-city 1st team, and then playing four years for XU, he was co-captain his senior year.

Steve began his financial services career with Fidelity Investments in 1993, joined Lincoln Financial Advisors in 2000, serving as an investment analyst and then a Regional Director of Financial Planning until 2016 when he became owner in the practice.

Steve values integrity, intellectual curiosity, faith, and humility.  He has a passion for educating and helping people with their financial planning and ensuring their plans are implemented and managed well.

Steve is active in his parish and the Literacy Network of Greater Cincinnati, serving as a volunteer character coach for Winners Walk Tall.  Visiting two 2nd grade classrooms once a week for 15-20 minutes, true bonds develop with kids who are hungry to learn life lessons such as respect for others, responsibility, continual learning, dealing with feelings, and how to love yourself, grow and dream big.

He and wife, Amy, have 3 adult children (Emily, Ben and Sam) and reside in Eastgate.

5 Things You Should Know About Me

I love sports, especially FC Cincinnati and Xavier athletics, proudly holding season tickets for FCC and Xavier men’s basketball.

I enjoy the outdoors - hiking, biking and running.

I had to give up competitive soccer but enjoy running in marathons such as the Flying Pig Half.

I also enjoy science and science fiction but will not debate Star Wars vs. Star Trek.

I love history and traveling (once we arrive!) and look forward to European adventures.

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8044 Montgomery Road Suite 265 Cincinnati, OH 45236

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