CLU®, ChFC®, AEP®
Managing Partner
Stephen C. Target advises affluent families, business owners, and privately held companies on some of the most complex planning decisions they will face—from preserving multi-generational wealth and creating estate liquidity to designing executive compensation strategies, facilitating business succession, and implementing sophisticated insurance planning solutions.
Since 1990, Steve has helped clients navigate financial complexities and develop integrated planning strategies that preserve wealth, improve tax efficiency, retain key executives, and support long-term financial objectives. A significant portion of Steve's practice is dedicated to advising privately held and publicly traded companies on executive benefit and deferred compensation programs that help attract, retain, and reward key leadership while aligning with each company's long-term business objectives.
Known for his collaborative approach and ability to simplify complex planning concepts, Steve believes the best outcomes are achieved when attorneys, accountants, investment advisors, and insurance specialists work together on behalf of the client. He is frequently engaged as part of a multidisciplinary advisory team.
Steve earned a Bachelor of Science in Economics from The Pennsylvania State University and holds the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Accredited Estate Planner (AEP®) designations. He also maintains multiple FINRA securities registrations. He has been recognized as a Forbes Best-in-State Financial Security Professional each year since 2022 and is an active member of FINSECA, the Philadelphia Estate Planning Council, and the Philadelphia Chapter of the Exit Planning Exchange (XPX).
Steve has long been committed to professional and community leadership. He currently serves as an Executive Officer of Founding Forward, a national nonprofit dedicated to civic education. He previously served seven years as a Director and Vice President of The Union League of Philadelphia, was President of the Penn State University Montgomery County Alumni Association, President of the National Association of Insurance and Financial Advisors – Greater Philadelphia (NAIFA-GP), and a Board Member of the Society of Financial Service Professionals – Greater Philadelphia. In 2014, he was inducted into the NAIFA-GP Hall of Fame in recognition of his contributions to the profession.
Steve and his wife, Denise, have been married since 1992 and reside in the Philadelphia suburbs. They have two adult children. Outside of his professional life, he enjoys golf, fitness, and following collegiate and professional sports.
CA insurance license #0B57866