Strategic Partnership

We strive to deliver the best of both worlds to our clients by providing personal, one-on-one guidance backed by the resources of an award-winning company. This partnership gives our team access to today’s most advanced technology, bespoke solutions, and expansive resources that allow us to provide the highest level of service and advice to our clients.

Steward Partners Global Advisory is an employee-owned, full-service independent partnership, catering to family, institutional and multigenerational investors. Our professionals deliver full-service wealth management designed to meet the objectives of today's investors. Regardless of your investment goals or interests, each of our partners has the financial experience and specialized skills to address your specific needs.

We believe that clients, employees and partners deserve to be treated with the highest level of service. Steward Partners provides boutique-style, concierge-level service, customized wealth strategies and an exceptional client experience, delivered by our carefully selected advisors to a limited number of clients.

Headquartered in Washington, D.C., with 18 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.

Our partnership with Raymond James significantly enhances our ability to cater to our clients' needs. As one of America's premier independent financial services companies, Raymond James supports our operations by granting us access to top-tier investment insights, connecting us with specialists across various financial fields, providing our clients and team with essential operational and trading support, and equipping us with cutting-edge technology.

This collaboration with Raymond James empowers us to bring you the comprehensive tools and advanced solutions of a global investment firm, all while maintaining our unwavering commitment to prioritize your interests above all else.