About Us

Steward Partners Global Advisory is an independent private financial services firm, with professionals delivering multifaceted financial solutions to our client’s and their families.

Our clients, employees and partners deserve to be treated to a higher level of service. “The Golden Rule” of client service has been replaced by “The Platinum Rule.” Steward Partners has replaced the Golden Rule of client service with a higher standard of care called the Platinum Rule. We believe our clients, our partners and our communities should be treated the way they want to be treated.

About Steward Partners Global Advisory

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multi-generational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions to our clients and their families. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.

Headquartered in Washington, D.C. with 20 offices across the country (and counting!), we’re proud to offer a comprehensive range of financial management options, including: wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and international advisory and business solutions.