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Steve Fortin, CRPS®

Steve Fortin, CRPS®

Partner & Lead Planner

Born and raised in Cincinnati, Steve attended St. Xavier High School and went on to earn BS and MBA degrees from Xavier University.  Soccer has been a life-long passion for Steve, winning the Division 1 high school state championship in 1984 and then playing four years for XU, he was co-captain his senior year. 


Steve began his financial services career with Fidelity Investments in 1993 and joined Lincoln Financial Advisors in 2000.  Steve values integrity, intellectual curiosity and humility.  He has a passion for helping people with their financial planning and ensuring their plans are implemented and managed well.  

Steve is active in his parish and the Literacy Network of Greater Cincinnati, celebrating his 13th straight year as a volunteer character coach for Winners Walk Tall.  Visiting two 2nd grade classrooms once a week for 15-20 minutes, true bonds develop with kids who are hungry to learn life lessons such as respect for others, responsibility, continual learning, dealing with feelings, and how to love yourself, grow and dream big.

Steve, his wife, Amy, and kids Emily, Ben and Sam reside in Eastgate. 

4 Things to know about me:

  • I love sports, especially FC Cincinnati and Xavier athletics, proudly holding season tickets for FCC and Xavier men’s basketball.
  • I enjoy the outdoors - hiking, biking and running.
  • I also enjoy science and science fiction but will not debate Star Wars vs. Star Trek.
  • I love history and traveling (once we arrive!) and look forward to European adventures.