Description: 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.
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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.