STEWARD FINANCIAL SERVICES, LLC

Overview

Steward Financial Services, LLC operates as an independent, individual-owned registered investment advisor serving primarily individual and family clients. The firm combines financial planning with discretionary portfolio management across both retail and small business client segments, and it provides pension consulting for institutional clients. Fee arrangements include a percentage of assets under management and hourly charges, and the firm also functions as an other financial product salesperson, which supports its use of insurance and annuity products alongside managed portfolios. Investment activity is concentrated in pooled public vehicles rather than direct-stock-focused strategies. Steward favors publicly traded mutual funds and similar public fund structures as the central building blocks of client portfolios, while supplementing portfolios with fixed income exposure through corporate debt and insurance-wrapped solutions where appropriate. The adviser is not positioned as an active ESG investor and appears to operate on a single-state basis from a compliance perspective.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices