Steve Mentzer, CPA, CFP®, CSEP®
Aldrich CPAs + Advisors LLP
- Closely-held businesses
- High-net worth individuals
- Strategic tax planning and compliance
- Certified Specialist in Estate Planning (CSEP)
- Certified Financial Planner™
- Certified Public Accountant
Steve Mentzer’s areas of expertise include strategic tax planning and personal financial planning. He helps high-net-worth individuals and business owners assess their current financial situation and identify their financial goals. Steve builds long-term relationships with his clients and tailors his recommendations to fit the client’s unique needs. He is a member of the American Institute of Certified Public Accounts and the Financial Planning Association.
Steve received his Bachelor of Science degree in business administration from Bryant University.