umpquainvestments.comSteward Partners, LLC | Comprehensive Financial Solutions for Advisors and Clients

Financial Solutions & Wealth Management Our Location Blog Common Index Definitions Press & Media Wealth Managers Board of Directors Industry Awards and Accolades Insights Financial Advisor Solutions Important Information Find a Location Contact For Advisors Only Jim Gold - Founder & CEO Hy Saporta - Founder & COO Careers at Steward Partners Leadership Team Important Disclosures Regulatory Information & Disclosures Contact Us 1776 I Street NWSuite 700 Washington , DC 20006 E-mail: emily.arvia@broadridge.com Calculators You can review interesting calculators on my site. View Calculators Videos We have interesting videos for you to watch on my site. View Videos Contact Us Please feel free to contact us with any questions. Contact Us . . . . The Next Evolution in Wealth Management A Full-Service, Independent Partnership Built By and For Today’s Wealth Managers and Their Clients . Our Firm A leading independent private financial services firm Delivering best-in-class client service and multifaceted financial solutions Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a select number of clients and pride ourselves on delivering personalized service with an unwavering commitment to excellence. Press and Media As Seen In Recognition . For Advisors A Best-Of-All-Worlds Model: Full-Service Independence with Equity Upside Why Steward Partners? . For Clients Multifaceted Financial Solutions Delivered with an Exceptional Client Experience Services and Solutions . . Our Culture We’re not just partners, we’re family. Through our evolution, we’ve intentionally anchored the firm to the core foundations and values that we were founded on while continually looking forward, acting as the tip of the spear leading the charge to independence. At a Glance Steward Partners by the Numbers 500 Partners 250 Advisors 59 Offices 125 + Advisor Designations 22 Firm Awards # 19 Barron’s Top 100 RIAs 2023 As of 12/2023 For over a decade, Steward Partners has been committed to the growth of our partners and our firm. We have been honored to be recognized for this growth throughout the industry, and we look forward to continuing our pursuit of excellence and best-in-class service for years to come. Scroll through the timeline below to see highlights of how we’re leading the evolution in wealth management. 2013 July Launched Steward Partners, LLC September 1st Steward Partners Advisor: Theodore Schwab joins Steward Partners in Washington, DC December First three advisors join Steward Partners: Ted Schwab, Chris Reaney and Rick Pignone 2014 February Launched New York City location June Steward Partners Board of Directors established December Welcomed 25th partner 2015 May 5th location launched – Bethesda, MD December Steward Partners crossed $1B in assets 2016 January Steward Partners RIA Registered with SEC November Jim Gold featured on Kathy Ireland Worldwide Business – FOX TV December Steward Partners crossed $4B in assets 2017 July Steward Partners recognized as Best Place to Work” by Washington Business Journal (#1) August Steward Partners featured on the cover of Financial Planning Magazine November 1st Steward Partners Symposium in Washington, DC November Washington Business Journal recognized Steward Partners as Fastest Growing Company (#13) December Advisor & CAM Council formed 2018 May Steward Partners recognized as Best Place to Work” by Washington Business Journal (#1 – 3 years in a row) April 1st Profit Share distribution September INC 5000 Fastest Growing Companies recognized Steward Partners November Washington Business Journal recognized Steward Partners as Fastest Growing Company (#13) 2019 March Steward Partners receives $50M minority stake from Cynosure April InvestmentNews named Steward Partners as Best Place to Work” for Financial Advisors May Washington Business Journal recognized Steward Partners as Fastest Growing Company (3 years in a row) August INC 5000 Fastest Growing Companies Recognition December Ranked as Washington Business Journal’s Fastest Growing to Companies” (3 years in a row) December Welcomed 200th Partner 2020 June 1st Affiliate Partner joined Steward Partners in St. Louis, MO September Steward Partners named to Inc. 5000 (3 years in a row) September Steward Partners recognized as a Best Place to Work” (4 years in a row) September Steward Partners acquired Umpqua Investments October Steward Partners ranked #24 on Barron’s 2020 List of Top 100 RIA Firms December Steward Partners crossed $100M in revenue and $15B in AUM 2021 June Steward Partners recognized as a Best Place to Work” (5 years in a row) June Steward Partners named a Best Place to Work” (5 years in a row) July The Washington Post named Steward Partners Global Advisory as a Top Workplace” in 2021 September Steward Partners ranked #20 on Barron’s 2021 List of Top 100 RIA Firms December Steward Partners celebrated 300 Partners 2022 June Steward Partners launched broker/dealer operations and multi-custodial model July Steward Partners recognized as a Best Place to Work” (6 years in a row) September Steward Partners ranked #32 on Barron’s 2022 List of Top 100 RIA Firms (3 years in a row) November Steward Partners secured Credit Facility with Apogem Capital 2023 February First Pershing Advisory Team joined Steward Partners April USA Today Best Advisory Firms List May 6th Annual Symposium in Nashville, TN July Steward Partners celebrated 10th anniversary September Steward Partners ranked #19 on Barron’s 2023 List of Top 100 RIA Firms (4 years in a row) October First RIA-only advisor joined December Steward Partners acquires Freedom Street Newsletters Mutual Funds: What’s in Your Portfolio? Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk. Most Grocery Shoppers Aren’t Fooled by Shrinkflation You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy. Does the Social Security COLA Help If You’re Not Receiving Benefits? This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments. It’s Your Money: Why Not Get Your Withholding Right? Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding. More Newsletters » Calculators Lease Payment How much would your monthly lease payment be? Taxable Equivalent Yield Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield. Cash Flow Analysis This Cash Flow Analysis form will help you weigh your income vs. your expenses. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer’s retirement plan after you turn age 73. More Calculators » Site MapCheck the background of this investment professional Check the background of this financial professional on FINRA’s BrokerCheck Check the background of this financial professional on FINRA’s...