Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multi-generational clients. There are many reasons top advisors and their teams have joined our partnership since its founding in 2013, and independence with infrastructure is one of them. Our partners enjoy a generous transition package including the unique opportunity to participate in the firm’s overall success through equity ownership.
BEST OF ALL WORLDS MODEL: full-service independence with equity upside.
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Full-Service
Concierge Platform -
Cutting-Edge
Technology & Resources -
Unique
Ownership Model -
Positive Culture
of Camaraderie -
Experienced
Local Support -
Multiple
Affiliation Models -
Profit Sharing
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Nationally Recognized
Transition Process Company -
Highly Competitive
Transition Package