Steward Advisors

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

These 6 things might make your next return a prime target for an IRS audit.
06/24/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
06/22/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

There are thousands of Exchange Traded Funds available. Should you invest in them?
06/19/2026

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

The S&P 500 is ubiquitous. Ever wonder how it works?
06/17/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Protect yourself from identity theft.
06/15/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/12/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
06/10/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

10 tips that can head-off marriage money problems.
06/08/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Being healthy may help your personal finances.
06/05/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

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.

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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