Steve Reder - Adviser Investments

Steve Reder

Head of Wealth Management

Steve Reder serves as head of wealth management for Adviser. Prior to Adviser, Steve was a vice president at Goldman Sachs where he had a joint role as region manager of GS Personal Financial Management and head of FinLife, Goldman’s white label wealth management offering. Steve joined Goldman through the company’s acquisition of United Capital Financial Advisors, where he was a founding partner of FinLife, a business he initially launched while he was president, COO and CCO of Lenox Wealth Management. Steve holds a B.S. in accounting from the University of Cincinnati.

For more information on the awards and recognitions referenced above, please visit

Financial Planning

Estate Planning

Investment Management

401(k) Advisory

Tax Services

Retirement Planning

A Wealth Team
Centered Around You

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.