Empathy and an unwavering focus on execution are among the core attributes behind Steven Litner and the foundation of his financial planning practice. Built on relationships and experience dating back to 1984 when he joined the industry, Steve’s core focus at Brix Partners is centered on one overarching goal: serving clients flawlessly with financial plans that provide peace of mind. With an acute attention to detail and industry nuances, Steve is a relentless advocate for clients in addressing a full range of financial objectives. His drive, anchored in a systematized mindset, allows Steve to assess clients’ global economic goals while creating solutions for specific needs.
As a knowledgeable specialist in business exit planning, Steve guides clients
through a comprehensive advisory process that encompasses a clear and taxefficient business plan. Clients are ultimately empowered to exit their businesses on their terms – when they want, to the person they choose, and for the money they need.
Steve is also a trusted partner for leading accounting and law firms, private
banks, and trust companies for their client insurance matters. From his roots as a sole practitioner to managing partner at Brix Partners today, Steve has become a highly respected resource for the financial services industry. Steve’s laser focus combined with his passion for fitness and family have led him to reach personal milestones like hiking the Grand Canyon during a recent family vacation and completing two NYC marathons.
At the core of all his discussions with clients is a pursuit of life balance and Steve strives to maintain this equilibrium personally, as he knows it is essential for having true peace of mind.
Steven’s financial background is anchored in CPA training honed at Deloitte & Touche, with additional credentials as a Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College. His trade affiliations include past president of the New York City Estate Planning Council, and longstanding membership in the Association of Advanced Life Underwriting, and the Society of Trust and Estate Practitioners. Steven’s active participation in these industry-leading institutions allows him to stay ahead of relevant trends in the financial planning field, as change and innovation come down the pipeline
Steven is licensed and registered to offer products and services in New York. Licenses and registrations will vary. Domiciled in New Jersey.
AR Insurance Lic # 426364 CA Insurance License #0787736
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The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation
We are licensed and registered to offer products and services in multiple states. Licenses and registrations will vary by representative. Please contact this office for further information.
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Brix Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 corporate Drive, Shelton, CT 06484, Tel: 203-513-6000