Steadfast Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,509,052
Clients
47
Advisors
3
of 3 employees
About
The firm provides financial planning and discretionary investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, and also offers limited tax-preparation, retainer, and hourly planning engagements. It operates as a fee‑only adviser and typically implements client portfolios using mutual funds and exchange‑traded funds.
The investment approach emphasizes strategic asset allocation with global diversification, combining passively‑managed index ETFs and selected active funds while allowing tactical adjustments when asset classes appear mispriced. The firm uses third‑party research and model portfolios (including providers such as BlackRock and Dimensional) and conducts periodic portfolio reviews while treating cash and cash equivalents as an investable asset class.
Distinctive features include a disclosed regulatory stipulation from 2015 resolved with a modest administrative fine related to fee‑invoice disclosures, and a recent brochure amendment adding explicit disclosures about Securities‑Backed Lines of Credit (SBLOCs) and risks associated with use of Artificial Intelligence tools. The firm is a small, multi‑advisor team managing roughly $67 million for about 47 clients, maintains a strict no‑commission policy, and lists faith‑aligned credentialing among its qualifications, which may signal experience working with clients seeking values‑based advice.
Client services
Expertise
Fee options
Tax preparation fixed fees based on time and complexity; maximum $10,000. Retainer agreements with fixed fees billed quarterly, maximum $60,000 annually.
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
$75 to $150 per hour for limited scope engagements, negotiable; maximum hourly rate $250.
Retainer agreements offered with fixed fees billed quarterly, up to $60,000 annually.
Account minimum: $200,000 Minimum fee: Financial planning fees minimum generally $500, negotiable; maximum $20,000. Fee-only: Fee-only firm; does not accept commissions or other compensation from product sales.
Main office
Altamonte Springs FL
Advisors at this office
3
Most active in
Florida · Texas
Also doing business as
Steadfast Financial Services · Steadfast Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Matthew M
CFP®, ChFC®, Series 65
Altamonte Springs, FL
Steadfast Financial Services
Matthew Mcgahey is a CFP® and ChFC® with 12 years of industry experience, currently serving at Steadfast Financial Services since 2013. He holds a Series 65 license and is based in Altamonte Springs, FL. Alchemi Wealth, LLC provides investment management and financial planning to individuals, including high-net-worth clients, as well as trusts, estates, corporations, and charities. The firm employs a fiduciary approach using customized portfolios and multiple analytic methods, offering both discretionary and non-discretionary management along with written financial plans.
Raymond J
Series 65
Altamonte Springs, FL
Steadfast Financial Services
Raymond Johnson Jr. is a financial advisor at Steadfast Financial Services with 24 years of industry experience. He holds a Series 65 designation and has worked at Steadfast Financial Services since 1998. Outside of advising, he serves on the board of directors for R.L. Johnson Construction Company, a real estate development firm. Alchemi Wealth, LLC provides investment management and financial planning services to individuals, trusts, estates, corporations, and charities. The firm offers customized portfolios using various securities and employs multiple analytic methods while acting as a fiduciary to clients.
Paul B
Series 65
Altamonte Springs, FL
Steadfast Financial Services
Paul Bush is a Series 65-licensed financial advisor at Steadfast Financial Services with one year of industry experience. Prior to joining the firm, he held roles at several churches, including Highpoint Community Church, Westside Church, and Summit Church. Steadfast Financial Services provides financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm follows a fee-only model, emphasizing strategic asset allocation and global diversification using a combination of passive index ETFs and selected active funds.
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