“Companies expect more from their accounting and business advisory partners today. We understand that. We offer integrated, value-added services and act as our clients ‘total advisor’ — and think of all clients as firm-wide clients. We offer the depth and breadth of a national accounting firm, yet the service and accessibility of a smaller boutique firm with working principals who are hands-on, creative problem solvers.”
Steven I. Levey, CPA/PFS
Senior Principal/CEO of GHP Horwath
Steve Levey, CEO and senior principal of GHP Horwath, and a senior principal of GHP Investment Advisors, Inc., has more than 32 years of experience providing wealth management services and tax and business advisory services. He holds the distinction of being one of the first CPAs in the U.S. to earn a Personal Financial Specialist (PFS) designation. He is also a Certified Public Accountant registered in the states of Colorado, Nevada, and Minnesota. He has extensive expertise providing tax and business advisory services to a wide variety of clients in areas including estate planning and related family owned business consulting, general tax planning and compliance, business acquisitions, dispositions and liquidations, and expert witness testimony in Denver, Douglas and Jefferson Counties, as well as Federal District Court.
Steve has been recognized as one of the ‘Top 250 Best Financial Advisors in the U.S.’ by Worth magazine* and has been featured in Accounting Today as one of the ‘Names to Know in Financial Planning.’
Steve was a founder of GHP Horwath in 1990, serving as a director in the tax department. Prior to that he worked as a manager at Laventhol & Horwath, a predecessor firm to GHP Horwath. He holds a B.S. in Business Administration from the University of Denver.
* Worth Magazine July/August 2002
About Steve
- 32+ years of experience in wealth management, tax services, and business advisory consulting
- CPA since 1979, PFS since 1986
- He is a featured tax and financial planning expert on 630 AM KHOW’s “Troubleshooter Show with Tom Martino” and quoted in publications including Accounting Today, Forbes, Dow Jones Investment Advisor, Bloomberg Wealth Manager, Kiplinger’s Personal Finance, USA Today, MorningstarAdvisor.com, and more
- Married to Cyndi, has two grown sons, both recent college graduates
- Contact Steve:
SLevey@ghphorwath.com - Download Bio
Steven Levey
