Steve Mrozek, AIF®
smrozek@fulcrumwealth.com
724-656-8030
Accredited Investment Fiduciary
Steve’s entire career has been in financial services, with decades of experience helping individuals and families navigate their financial lives and plan confidently for the future
Throughout his career, Steve has focused on a comprehensive approach to financial planning, bringing together income, investments, taxes, and legacy planning. He believes the best financial plans consider the full picture, which means working alongside attorneys, accountants, and other trusted professionals to help ensure each piece of a client’s financial life works together cohesively.
Steve has also held several leadership positions within the financial services industry. He formed Cohort Capital Advisors in 2006 and served as President until merging the firm with American Financial Services in 2014. At American Financial Services, he was Chief Investment Officer.
Earlier in his career, Steve held Investment Analyst and Account Executive roles, gaining extensive experience in investment research, manager selection, financial planning, and client service.
In 2007, Steve earned his Accredited Investment Fiduciary designation. He earned his bachelor’s from Slippery Rock University of Pennsylvania, where he majored in both accounting and finance.
Basketball Junkie
Continuous learning, sports, and community are Steve’s biggest passions. And they have presented as recurring – and sometimes overlapping – themes throughout his life.
He married his wife Shelly in 1998, who inspired his love of lifelong learning. While raising their daughters Leah and Maya, Steve had the opportunity to learn about their primary hobbies of volleyball and dance, two activities that fell outside his original sports sphere of basketball.
He’s been an NC State Wolfpack fan since he was young, which may have provided a little bit of extra incentive for his family’s decision to relocate from Western Pennsylvania to Raleigh, NC, in 2023. He enjoys living in the heart of Atlantic Coast Conference basketball territory and attending as many games as possible.
Regardless of where he’s coming home from – be it a basketball game, dinner out at one of the tremendous restaurants in North Carolina’s Triangle area, or a trip to visit with clients – he says it’s hard to beat the feeling of being welcomed home by the family’s dogs, cockapoo Snickers and yellow lab Carmie.
As for community involvement, Steve has sought opportunities to give back throughout his life. He has coached girls’ youth basketball, served more than 20 years as Treasurer for the Neshannock Lions Club, and held a position on the PA Lions Club Investment Committee.
