A complete list of active advisors currently associated with Financial Steward Associates, llc

Warmer can help you find a great advisor at Financial Steward Associates, llc or one who fits your needs even better.

Financial Steward Associates, LLC provides comprehensive financial planning and limited-scope consulting to individual clients, including estate, tax, cashflow, charitable and wealth-transfer objectives. The firm’s Brochure discloses that, effective March 31, 2025, it no longer offers investment management and delivers written, goal-oriented financial plans with periodic updates. The firm’s planning process is modular and goal-driven, relying on risk-tolerance questionnaires, Monte Carlo analysis, and modern portfolio theory to generate recommendations and to coordinate with clients’ other advisors (CPAs, estate attorneys, insurance brokers). Recommendations commonly address retirement accounts, taxable and trust accounts, insurance and risk management, and may include mutual funds, ETFs, REITs, BDCs and annuities; clients are under no obligation to implement the advice. What distinguishes FSA from many peers is its operating model as a planning-only boutique: the Brochure reports no regulatory assets under management, no custody or discretionary authority, and a billing structure based on fixed or hourly planning engagements rather than percentage-of-AUM fees. The firm also discloses that its advisors are dually registered with LPL Financial and hold insurance licenses, and that implementation through LPL or insurance carriers may create potential conflicts of interest the firm seeks to disclose and manage.

To learn more about the advisors currently working at Financial Steward Associates, llc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.