A complete list of active advisors currently associated with StewardRight

Warmer can help you find a great advisor at StewardRight or one who fits your needs even better.

StewardRight serves individual investors (including both high‑net‑worth and non‑HNW clients), as well as trusts, retirement plans, charitable organizations, and business entities. The firm provides financial planning (subscription, fixed‑fee, and hourly options), discretionary portfolio management, retirement plan consulting, wrap‑fee account access through third‑party platforms, and education seminars and workshops. Its process begins with interactive financial planning and scenario analysis and then maps client objectives to asset‑allocation models that predominantly use ETFs and no‑load mutual funds. StewardRight applies a more active, tactical approach for larger accounts and a more passive buy‑and‑hold approach for smaller accounts (generally under about $100,000), conducts top‑down fund selection using third‑party research (e.g., Morningstar), and typically manages accounts on a discretionary basis through custodians such as SEI and Schwab. What is notable about StewardRight is that some investment adviser representatives are insurance‑licensed and may recommend or sell insurance and annuity products (and receive commissions), a practice the firm discloses as a potential conflict and for which it states limits on retaining certain commissions in advisory accounts. The firm also discloses affiliations and fee‑sharing arrangements with a non‑investment consulting affiliate and a CPA that provides tax and bookkeeping services, and it sometimes serves as a co‑advisor in an SEI wrap‑fee ETF program—arrangements that may influence referrals and platform recommendations.

To learn more about the advisors currently working at StewardRight, 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.