What Steigerwald, Gordon & Koch Wealth Advisors does

Steigerwald, Gordon & Koch Wealth Advisors (SGK) is an independent, fee-only, SEC-registered investment advisory firm headquartered in Leesburg, Virginia, founded in 1996 by John S. Steigerwald and now led by three named partners/co-founders. The firm provides integrated financial planning, custom portfolio management, retirement income planning, estate and tax coordination, and special-needs planning for affluent individuals, families, business owners, and retirees in the Washington D.C., Maryland, and Northern Virginia corridor, with national reach via the Schwab Advisor Network. Its core investment offering is custom-built portfolios of hand-selected individual stocks and bonds, constructed in-house by portfolio managers using Bloomberg Terminals and a combination of quantitative and qualitative screens targeting risk-adjusted returns. The technology stack is entirely third-party: Bloomberg for research; eMoney Advisor for financial planning; Tamarac DataVault for the secure client portal; and Charles Schwab Alliance for custody, trading, and account access. SGK is independently owned and operated, with no parent company, outside institutional investor, or private equity sponsor disclosed.

SGK operates under a pure fee-only AUM-based compensation model, charging a quarterly percentage fee on managed assets with financial planning bundled into the management fee. It has approximately 17 named professionals on the team page — three partners/co-founders, financial planners, portfolio managers, a chief compliance officer, client services, and operations staff — carrying an unusually broad credential stack including CFA, CFP, CPA, AIF, RICP, MSFP, ChSNC, CEPA, CDFA, CTS, and AEP designations. Customer acquisition is boutique and advisor-led: each new client is onboarded with a dedicated service contact, two portfolio managers, and (optionally) two planners, with discovery, risk profiling, and team-based planning engagements. The firm pursues a community-rooted go-to-market strategy combining a weekly blog and topical podcast, quarterly email newsletter, client appreciation events, active speaking engagements, and 20+ years of civic and charitable sponsorships across Loudoun County that sustain a local referral pipeline.

Name

Steigerwald, Gordon & Koch Wealth Advisors

Legal name

Steigerwald, Gordon & Koch, Inc.

Website

https://sgkwealthadvisors.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Steigerwald, Gordon & Koch Wealth Advisors is an independent, fee-only, SEC-registered RIA in Leesburg, Virginia, providing custom investment management, financial planning, retirement, estate, and special-needs services to affluent individuals, families, and business owners across the D.C., Maryland, and Northern Virginia region.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Wealth management services
• Financial planning services
• Investment management
• Retirement planning
• Fiduciary advisory

Headquarters

HQ city

Leesburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assets Under Management (AUM) advisory fees: Fee-only firm charging a fee percentage based on assets under management. Fee is charged quarterly based on the value of client account(s). Financial planning services are included in the management fee (optional but encouraged). Revenue is recurring, tied directly to managed portfolio value.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels7 records

Core offering

Steigerwald, Gordon & Koch Wealth Advisors is a fee-only, fiduciary, SEC-registered investment advisory firm that delivers custom investment management and comprehensive financial planning to affluent individuals and families. The firm provides bespoke portfolios built with hand-selected individual stocks and bonds using in-house portfolio managers and Bloomberg Terminals, and pairs investment management with financial planning, retirement planning, estate and tax planning coordination, and special needs planning under a single AUM-based fee.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Investment Management
• Retirement Planning
• Estate and Tax Planning Coordination
• Special Needs Planning

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature3 records

Partnerships

Eleven partnerships are on record, tiered flagship / core, core, supporting / minor and minor.

• Charles Schwab & Co., Inc. (Schwab Advisor Network)flagship / coreTechnology or IntegrationSchwab provides custodial, brokerage, and platform services to SGK clients. SGK is part of the Schwab Advisor Network. SGK clients access their accounts via Schwab Alliance. Note: Schwab does not endorse SGK; SGK is independently owned and operated. Schwab name and Link Logo are trademarks of Charles Schwab & Co., Inc.
• Tamarac Inc. (DataVault)coreTechnology or IntegrationProvides the DataVault secure client portal (steigerwaldgk.portal.tamaracinc.com) for current clients to access secure logins.
• eMoney AdvisorcoreTechnology or IntegrationProvides the eMoney wealth planning platform (wealth.emaplan.com) for client financial planning access.
• National Association of Personal Financial Advisors (NAPFA)supporting / minorGTM or Marketing PartnerProfessional association membership signaling fee-only advisor status; provides consumer-facing referral/awareness channel for the firm.
• Loudoun County Chamber of Commercesupporting / minorGTM or Marketing PartnerLocal chamber membership used for networking, referrals, and community visibility in Loudoun County, VA.
• CFP Board / CFA Institute / American College of Financial Services / College for Financial Planningsupporting / minorOthersMultiple team members hold professional designations issued by these bodies (CFP, CFA, CPA, AIF, RICP, MSFP, ChSNC, CEPA, CDFA, CTS, AEP), enabling credibility and client-facing expertise.
• Loudoun SoccerminorGTM or Marketing PartnerLong-standing community sponsorship and volunteer support for Loudoun Soccer and other area youth organizations (referenced by John S. Steigerwald).
• Loudoun Crime Commission BoardminorGTM or Marketing PartnerJohn S. Steigerwald serves on the Loudoun Crime Commission Board; SGK supports the organization as part of community engagement.
• United Way / Junior Achievement / Girl Scouts / Boy Scouts / Young Life / Awakenings Ministries / Leadercast / Children's Hopechest / Hope International / Loudoun Symphony / Buy One Build One / Grit Volleyball / West Loudoun Volleyball ClubminorGTM or Marketing PartnerCharitable/community sponsorships supported by SGK and its employees for 20+ years to improve the communities where they live and work.
• Foundation Schools (Maryland)minorGTM or Marketing PartnerEric Randolph, CFP® sits on the Board of Directors of the Foundation Schools in Maryland.
• Wharton Club of Greater Washington / Wharton School, University of PennsylvaniaminorOthersAlumni network and education institution affiliation — John S. Steigerwald and Jeff Gordon hold MBAs in Finance from The Wharton School. Listed as a community partnership on the website.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Moneta Group: Fee-only, fiduciary RIA serving HNW individuals and families with comprehensive financial planning, investment, and tax services; a larger incumbent competitor in the fee-only fiduciary space.
• Mariner Wealth Advisors: National fee-only RIA and RIA consolidator with comprehensive financial planning and investment management for HNW clients; a broader incumbent that competes for the same affluent-client wallet share while also acquiring boutique firms like SGK.
• Mercer Advisors: Large national RIA offering comprehensive wealth management, financial planning, and tax services to HNW individuals; operates at much greater scale than SGK but overlaps in core service offering, fee-only fiduciary model, and HNW target client.
• Carson Wealth: National wealth management firm and RIA platform offering financial planning, investment management, and tax services; broader incumbent with a similar fee-based planning-plus-portfolio model and a large RIA-consolidation footprint.

Direct peers

• Bogart Wealth: Fee-only RIA serving HNW individuals and families with financial planning and investment management; directly comparable to SGK and explicitly identified as a prior employer of SGK planner Jennifer Mascarenas, confirming overlap in client segment, fee model, and service offering.
• Ronald Blue Trust: Fee-only, fiduciary wealth management and financial planning firm serving affluent individuals and families with a similarly boutique, relationship-based model; comparable in size band, fee structure, and personalized planning approach.
• Foster Group: Fee-only Christian-aligned RIA serving affluent individuals and retirees with financial planning, investment, and tax services; comparable in mission, fee structure, and HNW focus.
• Halbert Hargrove: Fee-only, fiduciary wealth advisory firm serving HNW individuals and families with personalized financial planning and custom portfolio management; similar in scale, philosophy, and high-touch service model to SGK.
• Signature Wealth Management: Fee-only RIA providing personalized financial planning and investment management to HNW individuals and families; comparable in scale, structure, and boutique service philosophy.
• Blankinship & Foster: Fee-only RIA providing financial planning and investment management to HNW households; directly comparable boutique fiduciary competitor with similar service intensity and AUM-based fee model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/steigerwald-gordon-koch-wealth-advisors

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Steigerwald, Gordon & Koch Wealth Advisors