Financial Steward Associates, LLC

Financial Guidance for Working People Navigating Life's Transition Years

Financial planner in Boulder, CO (show on map)

4.0

★★★★☆

4 reviews

Financial Steward Associates is a financial planning firm in Boulder, CO serving working people in their peak earning years, offering investment management, equity compensation guidance, and retirement planning.

Call (303) 444-5440

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About

Financial Steward Associates is a financial planning and investment advisory firm in Boulder, Colorado. They offer investment management with a $500,000 minimum portfolio, comprehensive financial planning, and guidance for working people navigating life's transition years.

Their approach is collaborative, focusing on clarity and partnership. They help clients with retirement planning, equity compensation (stock options, RSUs, ESPPs), tax-aware planning, and family and life transitions. Securities are offered through LPL Financial.

Proprietary FSA Advantage process

Multi-advisor team approach

Forbes-recognized advisors (No. 22 woman advisor in Colorado)

25+ years of experience for founder

Values-driven, collaborative approach

Services

Investment Management

Investment management services with diversified portfolio options and ongoing supervision. Portfolio minimum of $500,000.

Portfolio Management Asset Allocation Ongoing Supervision $500K Minimum

Retirement Planning

Comprehensive retirement planning to help clients organize savings, evaluate timing decisions, and plan for long-term considerations.

Savings Organization Retirement Projections Income Planning

Equity Compensation Guidance

Guidance for understanding and optimizing stock options, RSUs, and stock purchase plans within the broader financial picture.

Stock Options RSU Planning ESPP Guidance

Tax-Aware Planning

Tax planning considerations across accounts and compensation types, coordinated with tax professionals.

Tax-efficient Investing Account Coordination Compensation Planning

Family & Life Transitions

Support for planning related to caregiving, career shifts, adult children, aging parents, and other changing responsibilities.

Caregiving Planning Career Transitions Family Planning

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER (CFP)

Series 7

Series 63

Reviews

Rating

★★★★☆

Reviews

"I am often thanked for referring to FSA and never received a complaint."

Frequently Asked Questions

What is the FSA Advantage? +

The FSA Advantage is Financial Steward Associates' proprietary process focusing on education that empowers clients to understand their financial affairs and what it takes to fulfill their objectives. It involves understanding you, implementing a plan, and keeping in touch.

What is the investment management minimum? +

Financial Steward Associates has a portfolio minimum of $500,000 for investment management services.

Who does Financial Steward Associates primarily serve? +

They primarily serve working people in their peak earning years who want a thoughtful, values-driven advisory relationship, including those with equity compensation and those navigating life transitions.

What is the fee structure for investment management? +

Fees are tiered: 1.25% on the first $500,000, 1.00% on the next $500,000, and 0.85% on amounts over $1,000,000. This is a blended fee schedule billed quarterly.