Investment Management
Hours:
9am - 5pm by appointment only
31 years in the industry, Private Wealth Advisor Stephen Daley specializes in financial planning and wealth management with a focus on legacy planning. He services clients in 21 states remotely. Steve was named a Five Star Wealth Manager in 2023, 2024 and 2025. Highview Advisor Group was named Forbes Best-in-State Wealth Management Teams in 2025. Steve has served on numerous boards including the Bowling Green State University Board of Trustees, appointed by Gov. Ted Strickland. He currently serves on the Columbus Metropolitan Housing Authority Board of Commissioners.
Steve and his husband, Robert Conley recently relocated to Kennebunk from Dublin, Ohio.