Our Team

Richard Faw, President & Founder

Richard founded Setarcos Wealth Advisors in 2011. Before that, he worked for Mercer Investment Consulting serving as the lead advisor to institutional investors with assets totaling more than $3 billion. Prior to that, Richard worked as a pension actuary and investment consultant. He earned a Bachelor of Science degree in Mathematics from the University of the South. 

 

Richard brings a diverse set of experiences to every client relationship. These include work with large sophisticated investors, an actuarial background providing deep analytical capabilities and in-depth knowledge of insurance programs, and over a decade of consulting experience through which he developed a passion for serving his clients.

Richard holds the following credentials:

  • CFA Charterholder

  • Certified Financial Planner®

  • Chartered Alternative Investment Analyst

  • Certified Financial Risk Manager

  • Fellow of the Society of Actuaries

When not in the office, Richard can be found exploring the city with his wife, working on his sailing skills or playing guitar at a nearby hole in the wall. 

Stephen Way, Wealth Advisor

Stephen joined Setarcos Wealth Advisors in 2014 as an advisor.  He brings more than two decades of finance, investment and accounting experience to the firm. He began his career with Ernst & Young LLP where he acquired his CPA license. He then moved into various corporate finance roles at Continental Airlines and The Clorox Company. His previous roles helped him develop valuable knowledge and experience related to financial planning, investment management, and tax.

 

He earned a Bachelor of Science in Business from Miami University (Ohio) with a major in accountancy. In addition, he earned a Certificate in Personal Financial Planning from UC Berkeley Extension.

 

Stephen holds the following credentials:

  • CFA Charterholder

  • Certified Financial Planner®

  • Certified Public Accountant

When not in the office, Steve can be found cycling in and around Philadelphia, listening to live music or in his kitchen making pizza.

​325 Chestnut St  Suite 800 ● Philadelphia PA ● 19106

 

info@setarcosllc.com  (267) 504-4905

© 2019 Setarcos Wealth Advisors, LLC. All Rights Reserved.

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