A complete list of active advisors currently associated with Steward Advisors, LLC

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

Steward Advisors, LLC provides fee-based financial planning and investment management to individuals (including high-net-worth clients) and a range of entities such as trusts, estates, retirement plans, corporations and family offices. The firm offers comprehensive financial planning services (estimated at 15–20% of firm time) as well as private portfolio management and standalone or limited-scope planning engagements. Portfolios are constructed from asset-allocation models using ETFs, mutual funds, stocks and bonds, and are governed by a written investment policy with periodic rebalancing and quarterly performance reporting. The firm also employs options and other derivatives strategies, may engage in short-term trading or margin transactions where appropriate, and uses Monte Carlo statistical analysis to produce hypothetical projections in retirement planning. Steward’s explicit use of hypothetical performance projections and its disclosure that derivatives (options strategies) can be used in client accounts are features that are uncommon among peer team firms. The firm manages about $160.7 million across roughly 104 clients, and for eligible clients may recommend privately placed securities and alternative pooled vehicles in addition to public funds, reflecting a relatively concentrated client base and broader access to alternative investments.

To learn more about the advisors currently working at Steward Advisors, 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.