Steven is a wealth advisor at Icon Wealth Partners. He specializes in serving owners of privately held businesses and high-net-worth individuals and their families. With his previous career as a tax advisor and consultant to CPA firms and privately held businesses, he can help clients navigate their tax footprint in relation to managing their businesses and generational wealth transfers.
Prior to joining Icon Wealth Partners, Steven founded Novotny Wealth Management in 2022 and was a founding partner of an independent financial planning firm, where he directed the firm’s financial planning strategies and portfolio management. Steven began his advisory career as a financial advisor at Morgan Stanley, in addition to his work as a tax advisor and consultant for a professional services firm.
Steven earned a Bachelor of Science degree in economics from Texas A&M University and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Giving back is important to Steven, and one of the organizations he supports and volunteers with is First Tee of Greater Houston. He lives in Houston with his wife and their young son. In his spare time, he enjoys reading history, golfing, and traveling.
