Scott Danner, AAMS®
Executive Vice President
Head of Legacy
1214 Progressive Drive, Suite 200
Chesapeake, VA 23320
Telephone: (757) 977-0998
Email: scott.danner@stewardpartners.com
It is expected that about 1/3rd of all financial advisors will retire over the next decade. This means nearly 100,000 advisors will be in need of a business continuity plan.
According to the Financial Planning Association, 73% of advisors do not have a written succession plan. Our unique value proposition offers advisors the flexibility to define when and how they want to slow down and transition responsibilities to our team, whether it is as simple as a catastrophic buy/sell agreement or a formal continuity plan. By doing this, we create peace of mind for you, your family, your clients, and your employees.
Whether you are looking to fully retire or want to remain engaged in some capacity, our experience, customized approach and strong financials allow advisors to sell their business on their terms. Each of our deals has been uniquely customized to the specific needs and goals of the seller and their team.
A Leading Independent
Private Financial Services Firm
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.
Unique Offerings and Partnership
Opportunities at Steward Partners
- Partnership
Culture - Compensation and
Profit Sharing - Growth
Opportunities - Selective
Recruiting Process - Full Suite of
Products & Services - Multi-Custodial
Offering - Employee-Owned
Independent Model
Key Contacts
About Our Firm
“Secure your legacy—let us help ensure your practice thrives for generations to come.”
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.