MICHEAL ENGLEHART | BEL AIR, MD
A Partnership You Can Trust
For Our Clients, Our Communities and Our Families
At Steward Partners we believe that good financial decisions don't have to be confusing. We provide simple, time tested techniques that can help you make the most of your money and help achieve more of your financial goals.
We invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at [email protected] or call (667) 276-9216.
We invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.
If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at [email protected] or call (667) 276-9216.
Michael Englehart, CLU, CFP®
Senior Vice President, Wealth Manager
Email Address
[email protected]Phone Number
(667) 276-9222Michael Englehart serves as partner and Senior Vice President with Steward Partners. He has 41 years of Financial Services experience. He started in the industry in 1985 with MetLife where he acquired an in-depth insurance background. In 1999 he earned his CERTIFIED FINANCIAL PLANNER® designation from The American College. In 2001 he joined Legg Mason as a Financial Advisor and earned his CLU©, Chartered Life Underwriters designation. He moved to Wells Fargo Advisors in 2009 where he held the position of First Vice-President Investment Officer. Michael has lived in Harford County of Bel Air, MD for 33 years, is married, has 4 children and 10 grandchildren. When not in the office he enjoys biking, skiing, golf, and scuba diving.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® 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 marks.
Certificates
CLU, CFP®
My Promise
I will be trustworthy and honest in all aspects of our business. I will strive to avoid any and all conflicts of interest and will serve as your advocate watching over your wealth and income sources.
I will work hard to stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and corporate actions. I will make every effort to seek out unbiased high quality research.
I will personally make sure every promise made is delivered. We hold ourselves and each member of our team personally accountable for every task from investment transactions to returning phone calls promptly.
I will work with each client to establish clear goals and benchmarks for growth, income, liquidity and taxes. Further, I will stay within each client’s comfort level for risk. Lastly, I will take the time to explain investment recommendations and keep clients up to date with the progress of their plan.
I will always treat you with respect and will be proactive. I will always consider managing your wealth as our profound responsibility.
THE NEXT EVOLUTION IN WEALTH MANAGEMENT
Why Steward Partners?
Steward Partners is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering high-level client service with an unwavering commitment to excellence.
A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS
As a Registered Investment Advisor (RIA), Steward Partners acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our client’s best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm works to identify, disclose, and manage conflicts in a manner consistent with our fiduciary obligations, and we take steps reasonably necessary to fulfill those obligations.
Intelligent Solutions for Complex Financial Situations
ENGAGEMENT OPTIONS
Personal Concierge
We serve ultra-wealthy families under a comprehensive plan designed by a team of skilled professionals. We combine asset management, cash management, risk management, financial planning, lifestyle management and a variety of additional services to help you navigate the complexities of your wealth. We have access to a consortium of professionals with experience in legal, insurance, estate, tax and investment planning, and we act as a personal concierge for you and your family to handle your personal affairs and other lifestyle needs.
Registered Investment Advisor
As a registered investment advisory firm, we are focused solely on your best interests and have added level of fiduciary responsibility. We attend to your unique financial situation, seeking to address your goals and objectives through comprehensive financial planning. As life evolves and markets fluctuate, your plan and strategies will be updated as well to help keep you on track every step of the way. Beyond transparent compensation and fees, we maintain investment independence and work to identify, disclose, and manage conflicts in a manner consistent with our fiduciary duties, taking reasonably necessary steps to meet those obligations.
Wealth Planning
Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to a wide array of innovative financial solutions. At Steward Partners, we take a comprehensive approach to wealth planning, recommending not only traditional investment solutions, but also more sophisticated alternatives. We’re deeply committed to helping you align your wealth with your values and goals, both now and as your life and objectives evolve over time.
Recognition
We pride ourselves on delivering high level client service with an unwavering commitment to excellence.
All recognition award information can be found on Steward Partners’ website at https://www.stewardpartners.com/Important-Disclosures.35.htm
Services
Retirement Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Tax Management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate Planning Strategies
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Help reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Risk Management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.
Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
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OUR RELATIONSHIP WITH
Raymond James
In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.
Michael Englehart, in conjunction with Steward Partners, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.
Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.
Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.
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Success is a process of continually seeking answers to new questions.
Resources
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Steward Partners
Our Office
Michael Englehart Group
16A Bel Air South Parkway, Suite 221
Bel Air, MD 21015
Phone: 667-276-9222
Email: [email protected]
Mailing Address:
100 International Drive, Floor 21
Baltimore, MD 21202
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