Steward Financial Group is a fee-only, wealth management firm providing comprehensive solutions with independent, objective advice. We combine the leverage of an in house CPA and attorney with the sound financial advice grounded in Nobel prize winning research, institutional trading, and goal based financial plans.
Steward operates with a fiduciary responsibility in a transparent and client focused environment. We incorporate the highest standards within each component of the wealth management process.
- Fee Only Cost Structure
- Integrated Tax, Legal, and Financial Planning
- Goal Based Wealth Management Plans
- Asset Class Portfolio Management
- Limited Number of Clients
Webster’s defines steward as: ““one who manages another's property or financial affairs.”“ We accomplish this with the creation of written financial plans based on defined goals and the proper utilization of risk.
The foundation for those decisions begins with a consultative approach and a defined wealth management plan. Schedule your discovery meeting today and see how Steward Financial Group is different.