Steve Condon

Steve is deeply committed to fostering a team culture that strives every day to deliver the best possible client experience. He takes pride in serving clients alongside experienced and principled professionals who understand that being a trusted advisor requires asking the right questions, genuinely listening to answers, and crafting individual plans that treat every client as unique. From guiding the team, to leading strategic initiatives, to ensuring excellence in day-to-day execution through his role on the firm’s management team, Steve is grateful for the broad perspective his wide-ranging involvement at Truepoint provides. His decades-long career has been fueled by a passion for investment research, and he was drawn to Truepoint for its data-driven approach to investing and commitment to intellectual honesty. While his role at Truepoint has evolved dramatically over the years, Steve’s passion for investment management and serving clients has remained. He continues to be called upon as a source in both local and national media, particularly concerning financial markets and industry happenings. Steve also contributes to the advancement of RIAs (Registered Investment Advisers) on the national level by participating in several industry leadership groups, including Fidelity’s Advisor Council and Dimensional Fund Advisors CEO Forum.