Steward Advisors

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Steward Advisors Steward Advisors is Financial Planning and Investment Management Firm. We are Registered Investment

Steward Advisors is a family-focused financial planning and investment firm where our sole mission is to help families achieve their life-long dreams by making wise financial choices. Our approach is focused on working closely with you, as your unbiased advisor to help accomplish your family’s goals. We offer:

Financial Planning
Retirement Income Plans
401K Monitoring
Tax Planning
Risk Management Review
Estate Plan Review
Educational Planning
Investment Portfolio Management
Life Change Planning; Unexpected Needs

Do you know the risk factors that can lead to cognitive decline?
10/16/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

How much do you know about stocks?
10/14/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

You can help ensure that losing your wallet doesn't turn into something bigger.
10/12/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
10/09/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

As a Certified Financial Planner (CFP), I can help you and your family create life-long financial goals and create a plan and investment strategy unique to your needs.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
10/07/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

U.S. Service Members should consider taking advantage of programs that are available.
10/05/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Check out this informative video on bull and bear markets to better understand how the stock market works!
10/02/2026

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

A special needs trust can help care for a special needs child, even after you’re gone.
09/30/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Saving for college doesn’t have to be as complicated as college itself.
09/28/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

Address

220 N Green Street
Chicago, IL
60607

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16305370111

Website

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