Steve Witter, CFP®, CSLP®
Fee-Only Financial Planning for those aged 50+ who are retired or close to it.
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Serving Clients Nationwide
Fee-Only Financial Planning for those aged 50+ who are retired or close to it.
Areas of Focus
- Investing
- Investment Management
- Public Service Loan Forgiveness (PSLF) Advising
- Retirement Planning
- Saving for College
- Student Loan Advising
- Tax-Smart Distribution Planning
- Taxes
About Steve Witter, CFP®, CSLP®
Hi, I'm Steve Witter. I’m a proud graduate of State University of New York (SUNY) at Geneseo, where I received a Bachelor of Arts Degree in Economics, and the College for Financial Planning. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ certification – exemplifying my commitment to the highest standards of integrity and professionalism.I began working in financial planning as a junior in college so you could say I have been doing this my whole adult life (probably longer)! These early experiences taught me that there is a right and a wrong way to be a financial planner.
On the personal front, I was born and raised in Buffalo, NY, the son of a teacher and auto industry executive.
My wife, Rebecca, and I live in Elmwood Village of downtown Buffalo with our daughters Reese, Ruthie and Raffie, and our golden retriever, Ruben.
Sports have always been a big part of my life as I played golf, baseball and basketball in high school. I still play, but baseball has turned into bar league softball.
Rebecca and I are avid bike riders (she is much better than me as she does triathlons and wins some!). A passion of both Rebecca and mine is travel so we try and go on as many trips as we can.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Student Loan Professional (CSLP)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
Primary Location
300 International Dr. Suite 100 Williamsville, NY 14221
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. This is everyone’s opportunity to get to know each other. No stress. No pressure. No need to prepare anything. It’s just a 20-minute meeting so we can meet one another, see if we’re a good match and we can help you. I look forward to speaking with you.Offers Investment Management
Yes
About Bentham Wealth Advisors
At Bentham Wealth Advisors, we are a fee-only, fiduciary financial planning and investment advisory firm based in Williamsville, NY.Our mission is simple: put our clients first, always. We work with those nearing retirement specializing in SUNY employees and New York State teachers. As a fee-only firm, we never accept commissions or product incentives—our advice is independent, transparent, and entirely centered on your best interests.
We take pride in offering deeply personalized and comprehensive financial planning services. From money coaching and retirement planning to student loan strategies and education funding, we help you make confident, informed decisions every step of the way. We also coordinate with your CPA, attorney, and other professionals to streamline the moving parts of your financial life—so you can spend less time on paperwork and more time focused on what matters most.
Our team is passionate about helping clients build long-term financial confidence. Whether it's crafting a tax-efficient investment strategy, optimizing Social Security benefits, or reviewing estate and insurance plans, we’re here to guide you with clarity and care.
At Bentham Wealth Advisors, we believe that when your financial life is in order, everything else feels a little more possible—and we’re honored to help make that happen.
Education
SUNY Geneseo, Bachelor of Arts Degree in Economics
Hobbies and Interests
- Baseball
- Basketball
- Cycling
- Exercising
- Family
- Golf
- Softball
- Sports
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Families
- Gen X
- Gen Y / Millennials
- Government Employees
- Healthcare Professionals
- Individuals
- Living in Retirement
- Nonprofit Employees
- Parents
- Physicians
- Widow
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By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
My wife and I had our annual financial review with Steve and George. As always it was very worthwhile and informative.
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