Company | Your Family Office

Today, the typical high net worth individual has 4 or more advisors, including a CPA, estate attorney, investment manager, and insurance agent, to name a few. These advisors usually work within an informational vacuum, providing services without understanding their client's complete financial picture. Overall coordination is left to you, the client, to get your advisors on the same page and working together - something you probably don’t have the time to do.

At MHB Financial Group LLC, we have the experience and knowledge to ensure that your financial, legal, and accounting experts work together from a coordinated plan designed to address your entire financial universe, not just a limited area of expertise. Our comprehensive approach enables you to interface with a single service provider, much like a personal CFO, rather than spending your time calling three people every time you need advice. We serve as your overall coordinator of financial services, focused solely on managing and protecting your family's wealth and business interests.

As a Registered Investment Advisor we bring a fiduciary level of care to our advice, ensuring that the services you receive are the result of a methodology that is focused on you and not the sale of financial products. Clients receive consolidated reporting, a broad and multi-generational view of wealth management, unbiased tax and investment advice, and coordinated, well-timed service delivery. Our technology enables you to stay informed about your financial situation 24 hours a day, 7 days a week.

 

Executive Biography
As Managing Partner of MHB Financial Group LLC, Steve Bloch has advised high net worth individuals and families on personal and business matters since 1993. He brings a deep 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 PlannerTM professional.

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