About Steel Ledger Advisors
Steel Ledger Advisors’ work ethic is built on a foundation of trust and the belief in the value of relationships. The role we play as financial advisors to our clients is what sets us apart.
Our full-service CPA firm, based in Media, PA, provides accounting and financial services including:
- Accounting and Attest Services
- Business Consulting
- Financial and Estate Planning
- Tax Planning and Preparation
- Wealth Management
- Daily Money Management Services
Every client is considered a partner, and the success of those client partners is the focus of everything we do.
Steel Ledger Advisor’s Team
BRIAN SMITH, CPA, MST
Managing Partner
Email Brian | 484-443-6060
Truly the embodiment of trust, Brian joined the firm in 2007, becoming Managing Partner in 2013.
Among his areas of expertise is working with high net worth clients, often moving from an accountant and advisor, to a true and trusted friend, and even a member of the family. Brian is known for going above and beyond – and even beyond that – in working with his clients.
More About Brian
With an undergraduate degree in Commerce and Engineering from Drexel University, and an MS in Taxation from Philadelphia University, he also excels in all areas of tax, accounting and auditing, and consulting for closely-held businesses, using his knowledge and love of construction with clients in these industries, among others:
- Construction
- Manufacturing
- Professional Services
- Real Estate
- Wholesale Distribution
Professional Memberships & Credentials
- Certified Public Accountant Pennsylvania
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Member, Personal Financial Planning Committee, PICPA
- Member, “Little Ten” Group of regional accounting firms
Volunteer Activities
- Treasurer, Sacred Heart Academy Father’s Association
- Past Director & Treasurer, Brandywine at Thornbury Homeowners Association
- Past Supervisor and Treasurer, Thornbury Township, Chester County
- Past Tax Collector, Thornbury Township, Chester County
Our Team
Dr. Karen Adams
Jennie Hong
Theresa Dempsey
Patricia Urzi
Patricia Urzi