Financial planning
Life-long plans shaped around family goals, needs, and lifestyle.
Steward Advisors
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About Steward Advisors
Steward Advisors provides wealth management strategies that integrate financial planning with investment management. The firm develops life-long financial plans and investment strategies based on each client's goals, needs, lifestyle, and changing financial circumstances. Its advisors work with individuals, married couples, growing families, and people approaching retirement. Services include comprehensive financial planning and investment management, with ongoing communication focused on long-term financial goals. Steward Advisors also offers values-based financial guidance through a personalized advisory relationship. The firm is based in Chicago, US, and its team includes principals and wealth managers, a chief operating officer, and a financial planning analyst.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Steward Advisors and not provided by the business.
At a glance
- Service area
- Chicago, Schaumburg, Nationally
- Credentials
- Registered Investment Advisor (RIA), CFP®
- Team
- The team includes principals and wealth managers, a chief operating officer, and a financial planning analyst.
- Fee-only advice
- Values-based philosophy
- Globally diversified portfolios
- 12-Month Retirement Roadmap
From www.stewardadvisors.com, checked 22 Oct 2026. Only what the business states on its own website.
Services
- Comprehensive financial planning Included at no additional charge for clients with an initial investment of $600,000 or more.
- Investment management Advisory fee is a percentage of assets under management.
- Retirement planning Includes retirement income sequencing, Social Security optimization, and healthcare budgeting.
- Tax planning Includes tax-loss harvesting and asset location.
As listed by Steward Advisors. Prices as published by the business and may change.
Services & specialities
Highlights
Investment management
Investment strategies integrated with comprehensive financial planning
Retirement guidance
Advice for people approaching retirement and changing financial needs.
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