DBF Wealth Management Group - Stifel

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.

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. Headquartered in Washington, D.C. with 20 offices across the country (and counting!), we’re proud to offer a comprehensive range of financial management options, including: wealth planning and investment strategy, professional asset management, private banking, institutional consulting, and international advisory and business solutions.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Greg Roemer is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Washington, DC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.