Steward Partners
Steward Partners Global Advisory is an employee-owned, full-service independent partnership founded in 2013 that offers financial services in association with Raymond James Financial Services, Inc., member FINRA/SIPC. At Steward Partners, we currently have 100+ advisors within seventeen offices, and together we oversee $10 billion USD in client assets. Steward Partners is geographically focused in the Mid-Atlantic and Northeast regions of the United States. Our headquarters are located in Washington, D.C. with offices in Baltimore, MD, Bethesda, MD, New York, NY, Albany, NY, Paramus, NJ, Morristown, NJ, Boston, MA, Andover, MA, Manchester, NH, Portsmouth, NH, Keene, NH, Richmand, VA , Newtown, CT, Houston, TX, Portland, ME and Clearwater, FL.
Steward Partners caters to family, institutional, and multigenerational investors and is focused on providing boutique, concierge-level wealth management advice and solutions and an exceptional client experience, delivered by our carefully selected senior advisors. Our services include comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. By modernizing the classic partnership model, Steward Partners has been built specifically to address the critically important demands of today's sophisticated investors.
As a client, we value you and everything that makes you unique. By combining our experience and organizational flexibility with Raymond James full suite of products, services and their shared vision of a “culture of caring”, we hope to offer you the very best advice and service for meeting your individual financial goals.
The Guardian Asset Management Group at Steward Partners Global Advisory is a comprehensive wealth management team located in Clearwater, FL. We are an experienced, well-orchestrated and talented team of professionals who are focused on helping you design a comprehensive yet personal financial plan. We will review all areas of asset management, retirement planning, estate and tax planning strategies, alternative investments, insurance, wealth preservation and finally any unique planning needs for you and your family.