A complete list of active advisors currently associated with Steigerwald, Gordon & Koch - Wealth Advisors

Warmer can help you find a great advisor at Steigerwald, Gordon & Koch - Wealth Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Steigerwald, Gordon & Koch - Wealth Advisors, 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.