A complete list of active advisors currently associated with Steward Financial Services, LLC
Warmer can help you find a great advisor at Steward Financial Services, LLC or one who fits your needs even better.
Steward Financial Services, LLC provides advisory and non‑advisory services to individuals, charities, trusts, business entities and pension/profit‑sharing plans. Services include discretionary portfolio management, standalone financial planning, pension consulting for plan sponsors, participant fiduciary advice within qualified retirement plans, and evaluations of plan service providers. The firm manages portfolios on a customized basis, combining tactical asset allocation with passive investing and using both fundamental and technical analysis to inform decisions. It employs a broad range of instruments — including mutual funds, equities, fixed income, options and variable insurance products — and may use cash positions, sector tilts or rebalancing to manage risk and pursue client objectives. Unlike many solo independent advisers, Steward explicitly offers pension consulting and participant‑level fiduciary advice and conducts formal evaluations of plan recordkeeping and fiduciary compliance. The firm’s principal is licensed to sell insurance and receives commissions for insurance product sales and estate‑planning referral fees, which the brochure discloses as a potential conflict of interest.
To learn more about the advisors currently working at Steward Financial Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Salt Lake City, UT
| 19
|
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