STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
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About the firm
Steigerwald, Gordon & Koch Wealth Advisors is a team of passionate industry professionals helping people uncover and experience financial peace of mind. They operate as an independent, fiduciary, fee-only financial planning and investment management firm serving clients in D.C., Maryland, Virginia, and beyond.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management, including retirement planning, tax planning, business owner and executive planning, estate and charitable planning, risk management and insurance planning, and investment planning. Investment management includes in-house portfolio managers developing personalized portfolios with hand-selected stocks and bonds utilizing Bloomberg Terminals.
Who they serve
People seeking financial peace of mind, including those who value a financial plan but don't know who to trust, those who have been managing their own money but no longer have the time or desire, and those apprehensive about working with a new advisor; also business owners and executives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 305 | $156M |
| High Net Worth Individuals | 388 | $1.2B |
| State/Municipal Entities | 16 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of April 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.