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Steward Guide Wealth Partners Moves $165M Firm to Independent Advisor Alliance

CHARLOTTE, N.C. – March 5, 2024 – Independent Advisor Alliance (IAA) today announced the addition of Steward Guide Wealth Partners to its network of partner firms. Headquartered outside Chicago in St. Charles, Illinois, Steward Guide Wealth Partners is a well-established advisory firm with a rich legacy of providing personalized financial planning services to individuals, families, and businesses in the community.

Co-founders Ron Harczak and Jim Vanderbilt and their team boast over 100 years of combined experience in the financial services industry. Having achieved significant success, managing over $165 million in client assets, the team recognized the need to explore new avenues for their firm to uphold their commitment to delivering exceptional client service and support.

Understanding the importance of succession planning as a pivotal component of their long-term strategy, and to chart the course for their future, Steward Guide Wealth Partners turned to IAA for support to ensure a seamless transition into the next phase of their business.

“After a lengthy and comprehensive review and analysis of many industry options, we selected IAA as our new partner. As we continue our commitment to providing our clients with the best possible wealth management solutions and experience, it is clear that IAA has the resources to help us accomplish our mission. Steward Guide Wealth Partners and IAA also share the same culture, which was a key factor in our decision,” said Ron Harczak, CFP®, CKP®.

Steward Guide Wealth Partners’ decision to partner with IAA reflects a shared commitment to innovation, client-focused service, and a forward-looking approach to the financial advisory landscape. As they embark on this new chapter with IAA, Steward Guide Wealth Partners is poised to strengthen its position as a trusted partner for clients seeking comprehensive financial planning solutions coupled with integrity and devotion.

“Our desire is to share the opportunity for our clients to align their faith with their finances, which is an important element of who Steward Guide Wealth Partners is,” said Jim Vanderbilt, CFP®, CKP®.

“We are thrilled to welcome Steward Guide Wealth Partners to the IAA family,” added Robert Russo, Founder and CEO at IAA. “Their dedication to providing tailored financial planning services aligns perfectly with our mission, and we look forward to supporting them on their journey towards continued success and growth.”

To learn more about Steward Guide Wealth Partners, visit https://www.steward.guide/.

About IAA

Founded in 2013 in Charlotte, NC, Independent Advisor Alliance (IAA) is a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor’s unique needs and challenges. IAA supports its partner firms with customized support services, resources, and programs designed to optimize efficiencies, reduce expenses, retain and attract clients, assist with succession planning, boost revenue, and more. www.independentadvisoralliance.com.


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Dana Ryan

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