“One hundred percent of our own personal investment has to be invested in the exact same portfolio as our clients... If we’re not eating our own cooking, you’re at the wrong restaurant.”
Bill of rights
TRUSTED ADVISOR
At Stewart Financial, our clients work with trusted advisors who are knowledgeable, caring and dependable. Our goal is to help clients build and preserve financial security and enhance peace of mind. We listen and develop custom roadmaps to ensure you achieve your short and long term goals.
EDUCATION
Our advisors are continuously educating themselves through the most current and relevant courses and designations to better serve clients.
TRANSPARENCY
At Stewart Financial, fees are not a secret. We believe transparency is foundational in building trust. We are here to provide honest answers to questions concerning your financial future.
COMMUNICATION
We pride ourselves on timely communication to our clients. The sole reason Stewart Financial has remained an appropriate size is so we can develop meaningful relationships with our clients.
CONFIDENTIALITY
The information clients provide Stewart Financial is strictly confidential and personal information is never shared without client permission.