Family. Wealth. For generations

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Steven Mallah

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • IL
    • IN
    • MA
    • MI
    • NC
    • NJ
    • NY
    • PA
    • SC
    • TN
    • TX
    • VA

    Steve Mallah is the Managing Director of the Mallah Financial Group. With over 30 years of experience at the top firms in the financial services industry, Steve has provided investment advice to individuals and their families while building solid and long-lasting relationships with his clients.

    Steve enjoys golfing, biking, traveling and spending time with his wife Susan and their three children and grandchildren.

          1800 North Military Trail
          Suite 300
          Boca Raton, FL 33431
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          Melissa Dincher

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • IL
          • IN
          • MA
          • MI
          • NC
          • NJ
          • NY
          • PA
          • SC
          • TN
          • TX
          • VA

          Melissa is a Financial Advisor Associate with the Mallah Financial Group based in New York, NY. Her career began as an attorney in Corporate Securities Law and expanded into a variety of philanthropic and fundraising efforts for the NYC school system.

          Melissa graduated with a Juris Doctor from Brooklyn Law School and a degree in Business Management from the University of Massachusetts, Amherst. Prior to entering the financial services industry, she worked as in-house counsel and in compliance. Outside of work, Melissa enjoys traveling, skiing, running and hiking with her husband and three children.

                1800 North Military Trail
                Suite 300
                Boca Raton, FL 33431
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                Daniel Mallah

                Client Associate

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                • FL

                Daniel is a Client Service Associate with the Mallah Financial Group. He has worked at UBS for six years creating financial plans and shadowing the team. Daniel graduated from Florida Atlantic University with a Bachelor's degree in Sociology. 

                Outside of work, Daniel enjoys golf, yoga and traveling.

                      1800 North Military Trail
                      Suite 300
                      Boca Raton, FL 33431
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                      Devora Tepper

                      Senior Client Associate

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                      • AZ
                      • CA
                      • CO
                      • CT
                      • FL
                      • IL
                      • MA
                      • MI
                      • NJ
                      • NY

                      Devora Tepper is a Senior Client Service Associate for the Mallah Financial Group with over 20 years of experience at several top firms in the financial services industry.

                            1800 North Military Trail
                            Suite 300
                            Boca Raton, FL 33431

                          Insights

                          We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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                          Defining your priorities. Pursuing what matters.

                          Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                          Your life, wealth and future

                          Your life, wealth and future

                          Retirement planning

                          Retirement planning

                          Multigenerational planning

                          Multigenerational planning

                          A way forward

                          Understanding your life, your wealth and what you want to accomplish.

                          We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                          Let's talk about how we can help you plan for the life you want

                          Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $2.8 trillion

                          In invested assets globally 
                          As of 06/30/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager