Financial Planning
We use a planning-based process focused on educating clients to help them pursue their goals. We can help you with retirement planning, tax minimizing strategies, monthly expense management, education planning and more.
Asset Management
We believe that your investments are the tools you use to accomplish your objectives. Rather than taking a one-size-fits-all approach, we develop a personalized strategy that balances risk and return and is tailored to meet your goals.
Insurance Services
We offer access to a wide range of products, represent many different companies and provide help throughout the process to ensure the best fit for your insurance needs.
Putting Your Interests First
Financial Steward Associates is a financial planning firm dedicated to helping individuals, couples, and small business owners pursue their financial objectives. We look out for your best interests and always put yours before our own. We value your business and our relationship with you and strive to do whatever is needed to take care of your short- and long-term financial needs.
Meet Our Team Members!
Marion Steward, CFP®
Financial Planner, LPL Investment Advisor Representative
Marion Paxson Steward is president and founder of Financial Steward Associates, which she established in 2005. CA Insurance # 0C02356. Her principal place of business is 2919 Valmont Rd, Ste 109, Boulder, CO 80301.
Heather Williams, CFP®
Financial Planner, LPL Investment Advisor Representative
Heather Ann Williams Heather is a Financial Planner and an Investment Advisor Representative through LPL Financial. CA Insurance # 0M72314. Her principal place of business is 2919 Valmont Rd, Ste 109, Boulder, CO 80301.
Andrew Lerda-Plog
Financial Planning Assistant
Drew has recently joined our team as our Financial Planning Assistant. As Financial Planning Assistant, Drew helps prepare Financial Plans and does in-depth research to help our office establish specific priorities and develop new...
Lindsay Monasmith
Office Manager
Lindsay serves FSA as our Office Manager. Lindsay's role is to serve the office administratively, as well as aid in client development and client service. Lindsay oversees appointment setting and office scheduling as well as...
Santiago Huerta
Administrative Assistant
Harmony Dunnick
Client Service Associate
Harmony joined the FSA team as our Client Service Associate. She is primarily responsible for executing on the service needs of our clients and plays a critical role in the overall experience our clients have. Harmony has over 18 years...