Strategic Alliances
To best serve the needs of our clients, we have aligned our business with some of the best financial services firms in the nation. Through Steward Partners Global Advisory, Raymond James and Pershing, we have access to extensive planning resources, world-class technology, and specialized expertise.
Steward Partners provides access to our Registered Investment Advisory (RIA) which allows us to provide fiduciary-centric advice. The name Steward Partners originated from the vision of our founding partners and is based on the concept of Biblical stewardship. A steward protects, guards, and defends the interest of his clients.
“We were searching for a platform to provide our clients with fiduciary centric advice without conflicts of a Wall Street brokerage firm.”
- Founded in 2013
- Employee-owned
- 40 offices across the U.S
- $30 billion+ of client assets as of July 31, 2023
Raymond James is one of the largest independent financial services firms in America and serves as one of the custodians for client assets.
“We are able to offer the best of both worlds – an independent firm free of bank ownership conflicts coupled with the breadth of resources and cutting-edge technology available at Raymond James.”
- Founded in 1962, public since 1983
- Did not receive TARP bailout funds in 2008
- Member of the S&P 500
- Over $1 trillion of client assets under management (as of 12/31/23)
BNY Mellon Pershing serves as one of the custodial options for client assets.
- 85+ years of providing custodial services
- $1.8 trillion of client assets (as of 9/30/23)
We regularly work alongside CPAs, attorneys, and other service professionals to holistically meet the needs of our clients. While we do not draw up estate plans or file income tax returns, we provide coordination and support for our clients’ income tax and estate planning needs.