Haase Family Advisors at Steward Partners

Clarity

When you have the full picture, you are equipped to make the best decisions. We coordinate with your other planning partners (such as tax preparers and estate planning attorneys) and dig deep to incorporate everything that could impact your plan and goals.

Comfort

Knowing you have a trusted advisor and a robust financial plan, and being able to reach out for answers and guidance, brings peace of mind.

Confidence

Be assured that we put your interests first, act with prudence and care, and maintain strict confidentiality at all times.

Our Family Has Been Helping Clients for Over 30 Years

Our father, Hank Haase, started the family business in the late 1980s. Brandon teamed up with Dad in 2004, and Stephanie joined in 2019. While Dad retired in 2015, we continue to serve some of his earliest clients and their families, in addition to welcoming new clients to our firm.

Our 5C Planning Process

We believe in a long-term strategic approach to achieving your financial goals. With regular communication through every step, we aim to remove stress and worry. When your circumstances change unexpectedly, when the markets are turbulent, and whenever you have a question or new challenge to address, we are ready to take your call.