Walter Burns III is a CFP® with 41 years of industry experience. He is affiliated with Family Steward Wealth Consulting, where he has worked since 1994. Family Steward Wealth Consulting serves individual clients, including high-net-worth households, and charitable organizations by providing wealth consulting, financial planning, and portfolio management. The firm emphasizes a process-driven, holistic planning approach and utilizes broadly diversified, passive asset-class and index-based allocations in its investment strategy.

Carol Chesser is a CFP® designated financial advisor with 31 years of industry experience. She is affiliated with Family Steward Wealth Consulting® in Hobe Sound, FL, where she has worked since 1994 under the Burns Financial Management umbrella. Family Steward Wealth Consulting serves individual clients, including high-net-worth households, and charitable organizations by providing comprehensive wealth consulting, financial planning, and portfolio management. The firm employs a process-driven, holistic planning approach and generally implements broadly diversified, passive asset-class and index-based allocations.