Our Team

Steve Kim founded Orbis Wealth Management on a simple belief: that independent, fiduciary advice — combined with active, disciplined investment management — produces better outcomes for clients than the set-it-and-forget-it approach offered by most large firms.

With nearly two decades of experience and an MBA from the University of Iowa Tippie College of Business, Steve brings a rare combination of institutional depth and personal commitment to every client relationship. His career began in institutional banking and asset management across Asia and major U.S. financial centers — giving him a global perspective on markets that informs the top-down, macro-driven approach he applies to client portfolios today.

Steve founded Monadnock Financial in 2011 and later acquired Brady Associates Asset Management in 2021, growing Orbis into a trusted New England advisory firm serving executives, business owners, and families navigating life’s most important financial transitions.

What sets Steve apart is his conviction that wealth management should be active, not passive. He continuously monitors economic conditions, sector trends, and market signals — adjusting client portfolios with intention, not inertia.

Steve lives in Peterborough, NH with his wife Jinsook and son Harrison. He serves on the board of Monadnock Community Hospital and is active in the Grand Monadnock Rotary — because he believes the same integrity that guides his financial work should extend to the community he calls home.