Steigerwald, Gordon & Koch - Wealth Advisors logo

Steigerwald, Gordon & Koch - Wealth Advisors

Updated today

Client AUM

$1,312,688,385

Clients

693

Advisors

9

of 15 employees

About

Steigerwald, Gordon & Koch provides discretionary investment management and, when requested, stand-alone financial planning and consulting to individuals (including high-net-worth clients), business entities, trusts, estates and charitable organizations. The firm manages client portfolios on a fee-only, percentage-of-assets basis and also delivers account reporting and proxy-voting services.

SGK works with clients to establish investment objectives and allocates assets across equities, fixed income, ETFs and other instruments, employing both long- and short-term purchase strategies with ongoing monitoring and rebalancing; the firm treats cash as an asset class. It implements ESG considerations only at client direction, advises caution on direct cryptocurrency investments (preferring indirect exposure), and provides planning or consulting on a negotiated or hourly basis when requested.

A distinctive practice disclosed in the brochure is that SGK engages and compensates outside promoters for client introductions, an endorsement-style arrangement the firm discloses as a potential conflict of interest. The firm also discloses use of AI tools under a formal AI policy with vendor due diligence and human review, and it relies on third-party vendors for proxy voting and class-action services, each of which is addressed in its disclosures.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy General estate planning guidance

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%

Project-based

$75 to $300 per hour, negotiable depending on service scope and professional.

Other

Account minimum: $600,000 Fee-only: Fee-only basis for investment advisory services, no commissions accepted.

Main office

893 A Harrison Street, S.E.

Leesburg VA 20175

Advisors at this office

9

Most active in

California · District of Columbia · Florida · Georgia · Louisiana · Maryland · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · West Virginia

Also doing business as

Riggs Steigerwald Inc. · Sgk Wealth Advisors · Steigerwald, Gordon & Koch Wealth Advisors · Steigerwald, Gordon & Koch Wealth Advisors · Steigerwald, Gordon & Koch Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tyler S

Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Tyler Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding a Series 65 credential and has been in the industry since 2023. Prior to joining SGK Wealth Advisors, he worked in local government and education roles. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified investment approach with ongoing monitoring and incorporates client-directed ESG considerations, offering both long- and short-term strategies.

Retirement income strategy General estate planning guidance
user avatar

Jennifer M

CFP®, Series 63, Series 66

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Jennifer Mascarenas is a CFP® with three years of industry experience, currently serving as a financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors. Her prior experience includes roles at Bogart Wealth, Northern Trust, and Mariner Wealth Advisors. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives across various asset classes and employs both long- and short-term strategies while monitoring accounts on an ongoing basis.

Retirement income strategy General estate planning guidance
user avatar

Harry K

Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Harry Karageorge is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Steigerwald, Gordon & Koch for 10 years. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diverse investment approach including equities, fixed income, and ETFs, with an emphasis on ongoing monitoring, rebalancing, and cash management, while offering ESG integration and consulting services upon client request.

Retirement income strategy General estate planning guidance
user avatar

Eric R

CFP®, Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Eric Randolph is a CFP® professional with 25 years of industry experience. He has worked at Steigerwald, Gordon & Koch - Wealth Advisors since 2022 and previously spent 19 years at Hopwood Financial Services, Inc. He holds Series 63 and Series 65 licenses. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios across equities, fixed income, mutual funds, and ETFs, tailoring allocations to client objectives and employing both long- and short-term strategies.

Retirement income strategy General estate planning guidance
user avatar

Benjamin S

CFP®

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Benjamin Scrivener is a CFP® professional with eight years of industry experience. He is currently with Steigerwald, Gordon & Koch - Wealth Advisors, where he has worked since 2025. His prior experience includes roles at Burney Wealth Management and Strategic Wealth Management Group. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs both long- and short-term investment strategies across multiple asset classes and incorporates ESG considerations at client direction.

Retirement income strategy General estate planning guidance
user avatar

Madolynn M

CFP®, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Madolynn Morken is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at Steigerwald, Gordon & Koch - Wealth Advisors, where she has been since 2022. Prior to that, she was with Burney Company and Kendall Capital Management. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives using a mix of equities, fixed income, mutual funds, and ETFs, applying both long- and short-term strategies and treating cash as an asset class.

Retirement income strategy General estate planning guidance
user avatar

Darren K

Series 63, Series 66

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Darren Koch is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with the firm since 2005. Outside of his advisory role, Koch is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives across various asset classes and employs both long- and short-term strategies, overseeing approximately $1.2 billion in discretionary assets under management.

Retirement income strategy General estate planning guidance
user avatar

John S

Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

John Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Steigerwald, Gordon & Koch since 1996. Outside of advisory work, he is a partner in SGK Real Estate Investments, LLC, which manages the building housing their offices. Steigerwald, Gordon & Koch provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a diversified approach across multiple asset classes and incorporates client-directed ESG considerations, while also providing advisory services on a fee-only basis.

Retirement income strategy General estate planning guidance
user avatar

Jeffrey G

CFA®, Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Jeffrey Gordon is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Steigerwald, Gordon & Koch - Wealth Advisors since 2002. He is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives using a range of asset classes and strategies, overseeing over $1.2 billion in discretionary assets across approximately 674 client relationships.

Retirement income strategy General estate planning guidance
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)