Steve Giacobbe, CFA®, CFP®
Your wealth, your taxes, your estate plan. One team, one place.
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Serving Clients Nationwide
Your wealth, your taxes, your estate plan. One team, one place.
Areas of Focus
- Business Owners
- Business Transitions
- Estate Planning
- High Net Worth
- Investment Management
- Multi-Generational Wealth
- Retirement Income Planning
- Tax-Efficient Planning
About Steve Giacobbe, CFA®, CFP®
Hi, I'm Steve Giacobbe, Senior Financial Advisor and Partner at MCF Advisors, based in Louisville.I am a CFA® Charter holder and a CERTIFIED FINANCIAL PLANNER™. I also hold an MBA from the University of North Carolina Greensboro and a BA in Economics from Washington and Lee University.
Before joining MCF, I was the Chief Investment Officer and a founding partner of Accredited Wealth Management (AWM). Prior to founding AWM, I served as the Chief Investment Officer of a local Trust Company in Louisville and prior to that as the Chief Investment Officer and a Partner of a Registered Investment Advisor firm in Greensboro, NC.
I am a member of the Financial Planning Association of Kentuckiana and the CFA Society® of Louisville. I have served on the board of the St. John Center and The Woods of St. Thomas and currently volunteer my time at Dare to Care in Louisville. My wife Jennifer and I have four children, and we enjoy an active lifestyle, staying busy with family activities, sports and travel.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFA Institute
- Financial Planning Association
Primary Location
4938 Brownsboro Rd, Suite 201, Louisville, KY 40222
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the button above and complete the brief form to get in touch. We'll set up thirty minutes together: your goals, your questions, and your current setup. There's no cost, no obligation, and no pitch. We look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About MCF Advisors
MCF Advisors, LLC (“MCF”) is an SEC-registered investment adviser serving individuals, families, business owners, and organizations through Wealth Management and Corporate Retirement Plan Services.Our Wealth Management team provides personalized guidance across investment management, retirement planning, tax and estate planning, business succession, and risk management. Our Corporate Retirement Plan Services team helps employers navigate fiduciary responsibilities and supports participants in preparing for retirement.
At MCF, we believe financial advice should be personal, coordinated, and built around what matters most to you. Our team takes a collaborative approach to helping you navigate life’s financial decisions. We’re proud to be recognized as a “Best Places to Work in Kentucky” winner for eight consecutive years (2018 - 2026).
Why MCF
At MCF Advisors, our collaborative, team-based approach brings together professionals across investment strategy, financial planning, tax strategy, and estate planning coordination for eligible clients. By combining our expertise, we bring greater depth and perspective to the financial planning process, helping clients make informed decisions aligned with their goals and priorities.
Who We Serve
We serve individuals, families and business owners, and we guide our decisions by what we call the Triangle of Success: outstanding client experiences, supported by engaged team members and financial growth. We are only successful when we achieve all three. When those interests pull in different directions, we resolve them in a set order: clients first, team second, ourselves third.
Important Disclosures
Registration as an investment adviser does not imply a certain level of skill or training.
Services are tailored to each client’s circumstances and engagement, and not all services described are provided to every client. Tax preparation and in-house estate planning coordination are available only to qualifying relationships.
Legal services, including estate planning documents, are provided solely through MCF Legal, PLLC, an affiliate of MCF Advisors, LLC, by an attorney licensed in Kentucky, South Carolina, Wyoming, and Ohio only. Clients are not required to use MCF Legal, PLLC. Other-jurisdiction matters are accepted only when authorized by applicable law, including, when required, through association with admitted local counsel who actively participates in the representation or through appropriate limited admission. No attorney-client relationship is formed absent express acceptance and an engagement agreement.
Best Places to Work in Kentucky is presented by the Kentucky Chamber of Commerce and the Kentucky Society for Human Resource Management. Winners are selected based on an evaluation of workplace policies and practices and a survey of employees. The award does not reflect client experiences or investment performance. MCF did not pay a fee to be considered.
Education
University of North Carolina Greensboro, Master of Business Administration | Washington and Lee University, Bachelor of Arts, Economics
Hobbies and Interests
- Family
- Sports
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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