Highview Advisor Group, A private wealth advisory practice of Ameriprise Financial Services, LLC.

About Us

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 - 2026. Highview Advisor Group was named Forbes Best-in-State Wealth Management Teams in 2025 and 2026. 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 board for the Kennebunk Land Trust. Most recently, he served on the Columbus Metropolitan Housing Authority Board of Commissioners.
Steve works remotely from his residence and is taking on new financial planning and asset management clients.