Financial Steward Associates, LLC

Financial Steward Associates, LLC, is a Registered Investment Adviser based in Boulder, CO. Established in March 2001, the firm specializes in providing comprehensive financial planning services rather than investment management. Led by Marion Steward, the Chief Compliance Officer, the firm focuses on engaging clients in discussions about their financial goals, offering strategies for estate planning, income tax, wealth transfer, and more. They collaborate with clients' other advisors to ensure a coordinated effort towards achieving financial objectives. The firm offers financial planning services for a separate fee, which can be negotiated based on individual circumstances. Financial Planning fees range from $2,500 to $10,000 for fixed fees, and hourly fees are $350/hour. Clients have the right to decline implementation of advice provided. Financial Steward Associates does not engage in performance-based fees and works with individuals and high net-worth individuals only. The firm's investment strategies involve modular Financial Plans and hourly consulting, utilizing risk tolerance questionnaires, Monte Carlo analysis, and modern portfolio theory. Clients are made aware of the risks associated with various investments, including market risk, foreign securities and currency risk, and interest rate risk. The firm does not manage client accounts or have custody of client funds, and they do not vote proxies on behalf of clients. Financial Steward Associates does not accept compensation for client referrals and has no disciplinary items to report.