The Stuart Partners

Steward Partners is an employee-owned, independent financial services firm providing comprehensive wealth management solutions. It offers professional advisory services, including portfolio management, financial planning, consulting, and business solutions. The company delivers tailored financial strategies, fostering advisor independence and supporting diverse individual and institutional financial objectives.

The firm was established July 3, 2013, by co-founders Mike Maurer and Jim Gold; Gregory Banasz is also noted. Maurer, a former Morgan Stanley executive, conceptualized the independent firm in late 2012. Their insight centered on creating an autonomous platform, empowering advisors to serve clients more flexibly.

Steward Partners serves families, multi-generational investors, high-net-worth individuals, institutions, and independent financial advisors. The company’s vision is to cultivate an environment where advisors excel and clients receive objective, comprehensive financial guidance, becoming a trusted partner in complex financial landscapes.