As Managing Partner of MHB Financial Group, Steve Bloch has advised high net worth individuals and families on personal and business matters for over 15 years. He brings an unmatched wealth of knowledge and experience to his clients. Steve is a graduate of both Harvard College and Fordham University’s School of Law, and is a member in good standing of the New Jersey Bar. He is also a Certified Financial Planner^TM professional and a Registered Investment Advisor representative.

Steve spent the first decade of his career as a member of the International Tax Planning Groups at Ernst & Young LLP and Deloitte & Touche LLP, where he had principal responsibility for providing creative income tax planning techniques for public and private companies and their owners. He was also deeply involved in the design and implementation of tax-efficient wealth preservation strategies for ultra-high net worth individuals.

Prior to founding MHB Financial Group, Steve was the Managing Partner of both Lexington Financial Management, a Beverly Hills-based business management firm that caters to the entertainment industry, and Atlas Advisory Partners, a boutique tax consulting and compliance firm.