about our firm

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.”

– Randy R. Price, CFP®, CIMA®, CIMC®
  • Operates as a fiduciary
  • 100% employee owned
  • Not owned by a bank
  • 17+ offices across the U.S.
  • $10 billion + of client assets as of December 31, 2018

Raymond James embodies a culture of caring. This is evident as the firm consistently puts the needs of the client first.

“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.”

– Matt W. Price, CFP®, CIMA®, CIMC®
  • Operates as our custodian and back office
  • Founded in 1962, public since 1983
  • More than 2x required regulatory capital as of December 31, 2018
  • Firm did not take TARP bailout funds in 2008
  • Equity research coverage of nearly 1,200 companies