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 provides financial planning, discretionary portfolio management, retirement plan consulting, wrap‑fee account services, and educational seminars to individuals, families, trusts, charitable organizations, retirement plans, and businesses. Its client base includes both high‑net‑worth and non‑HNW individuals, and the firm reports managing about $69.7 million in predominantly discretionary assets. The firm’s investment approach is grounded in modern portfolio theory and seeks global diversification through a mix of ETFs, no‑load mutual funds, and, when appropriate, annuity products; it describes a more active, tactical management style for larger accounts and a more passive buy‑and‑hold approach for smaller accounts (generally under about $100,000). StewardRight offers multiple planning engagement formats — monthly subscription planning with access to an online portal, fixed‑fee plans, and hourly engagements — and uses interactive scenario planning and regular reviews to adjust client strategies. Distinctive features disclosed in the brochure include that some investment adviser representatives are licensed insurance agents and may earn commissions on insurance or annuity sales, and the firm serves as a co‑advisor on an SEI‑managed wrap ETF program. The firm also discloses an affiliation with a non‑investment consulting entity and a fee‑sharing arrangement with a CPA that shares office space, arrangements the brochure identifies as potential conflicts of interest.

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.