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    Steven Litner

    Managing Partner

    Steven Litner, CLU®, ChFC®, is a seasoned financial professional with over 35 years of experience in the financial services industry. He currently serves as the Managing Partner at Brix Partners, focusing on wealth preservation planning for ultra-high net worth clients.1

    Litner specializes in:

    • Holistic financial planning
    • Business exit planning services
    • Tax-efficient strategies for business exits

    His background includes:

    • CPA training from Deloitte & Touche1
    • Bachelor of Science degree in Accounting from SUNY Oswego (Cum Laude)1
    • Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College1

    Litner is actively involved in various industry organizations:

    • New York City Estate Planning Council (former board member)1
    • Association of Advanced Life Underwriting1
    • Society of Trust and Estate Practitioners (STEP)1

    Prior to his role at Brix Partners, Litner held key positions at:

    • KAP Planning
    • Livingston Financial Services (Founder and President)1

    Throughout his career, Litner has maintained a focus on providing comprehensive financial planning and wealth preservation strategies for high net worth clients, leveraging his extensive experience and industry knowledge.1

    Highlights

    Feb 26 · rml-lawyers.com
    Steven M. Litner | Rawson Merrigan & Litner, LLP
    Steve Litner | Wealth Management
    Steven J Litner ChFC, CLU in New York, NY - Ameriprise Advisors

    Related Questions

    What are Steven Litner's key achievements at Brix Partners?
    How does Steven Litner's approach to financial planning differ from others in the industry?
    What specific services does Steven Litner offer to high net worth clients?
    Can you provide examples of successful business exit plans managed by Steven Litner?
    What are the main industries Steven Litner has worked with in his career?
    Steven Litner
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    Location

    New York, New York
    Location