Meet Our Founder
Greg Stewart
Founder
Hello! My name is Greg Stewart and I’m the founder of Stewart Advisory Services. As a fiduciary, I’m committed to helping all of my clients reach the goals that are most important to them by implementing proper planning and providing keen insight.
My career in the financial services industry began in 1986, where I worked for Nationwide Financial. In 2000 I became a CERTIFIED FINANCIAL PLANNER™ and made the decision to become less product-specific and more comprehensive in the services I offered. In 2013 I surrendered my Series 7 securities license to forego commissions and product-specific services. It was at this time I decided to open my own RIA and operate as a fiduciary investment advisor.
Over the years I’ve gained several certifications and designations through rigorous coursework and testing.
- Chartered Financial Consultant (ChFC): This designation was granted to me upon the determination that I have a proficient understanding of financial consulting and planning.
- CERTIFIED FINANCIAL PLANNER™ (CFP): In earning this certification, I’ve adequately proven my abilities and expertise in the financial planning field.
- Chartered Life Underwriter (CLU): This designation is for my specializations in estate planning and life insurance.
- Retirement Income Certified Professional (RICP): This is a designation that equips me to help my clients properly prepare for and transition into retirement.
I enjoy staying connected with the community through involvement with local civic clubs, religious organizations, the local school board and many others. My wife, Kelly, and I have been married for 34 years and have 5 kids.
We Can’t Predict the Future, But We Can Prepare For It
At Stewart Advisory Services, we believe in proactive planning to achieve the retirement lifestyle you’ve worked so hard to earn. Our comprehensive services are designed to put your finances in order and keep them that way to and through retirement.
Entering your 50’s and 60’s, the questions can start piling up:
- When do I retire?
- When do I take my social security?
- What do I do with my 401(k)?
- How do I plan for long-term care?
- Can I afford to take big trips?
- How will my spending habits change?
Sound familiar? We’ve spent years helping our clients answer these questions, and we’re ready to help you too.