Forbes Recognizes Marion Steward as a Best-in-State Wealth Advisor
FOR IMMEDIATE RELEASE
Contact:
Marion Steward
303-444-5440
marion.steward@lpl.com
FORBES RECOGNIZES MARION STEWARD AS A BEST-IN-STATE WEALTH ADVISOR
Boulder, CO — August 2025 – Marion Steward, CFP®, an independent LPL Financial advisor in Boulder, CO has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for her track record of success in the financial services industry. Steward, CEO and Founder of Financial Steward Associates, LLC was recognized as the No. 22 woman advisor in Colorado and the No. 54 wealth advisor overall statewide.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management.
“We extend our heartfelt congratulations to Marion for the well-deserved recognition from Forbes,” said Julian Lopez, LPL’s executive vice president of Independent Advisor Services Relationship Management. “This award highlights her dedicated efforts in guiding her clients towards financial success, while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in our support of ambitious advisors like Marion, equipping them with sophisticated investment solutions, advanced technology, and extensive resources to provide unparalleled service and experiences for their clients.”
Marion has 29 years of experience in the financial services industry and provides a full range of financial services for individuals, families and business owners; including retirement and financial planning, individual money management, alternative investments, annuities and more.
It is the mission of Financial Steward Associates to make a meaningful difference in the lives of clients, bringing clarity, confidence, and thoughtful planning to their financial lives. By combining proven systems with personal relationships, the firm seeks to be trusted partners who empower families to approach retirement with confidence and peace of mind.
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About Financial Steward Associates, LLC
Financial Steward Associates, LLC is an independent financial advisory firm headquartered in Boulder, Colorado, and founded in 2000. The firm provides comprehensive financial planning and investment management services, specializing in retirement income planning and guiding families through the transition into retirement. Services include retirement and income strategies, tax-efficient investment management, estate and legacy planning, charitable giving, and education planning.
The team of advisors and client service professionals works collaboratively to deliver systematic, friendly, and relationship-focused support. Financial Steward Associates, LLC primarily serves affluent near-retirement couples with $1.5M+ in investable assets.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. Other advisory services offered through Financial Steward Associates, LLC, a separate entity.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.
LPL Financial, Forbes, SHOOK Research and Financial Steward Associates, LLC are all separate entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Best-in-State Wealth Advisors list.
