Steigerwald, Gordon & Koch - Wealth Advisors logo

Steigerwald, Gordon & Koch - Wealth Advisors

Updated today

Client assets under management

$1,312,688,385

Clients

693

56% high-net worth

Advisors

9

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

77

High

Average account size

$1,894,211

About

Steigerwald, Gordon & Koch provides discretionary investment management and, when requested, stand-alone financial planning and consulting to individuals (including high-net-worth clients), business entities, trusts, estates and charitable organizations. The firm manages client portfolios on a fee-only, percentage-of-assets basis and also delivers account reporting and proxy-voting services.

SGK works with clients to establish investment objectives and allocates assets across equities, fixed income, ETFs and other instruments, employing both long- and short-term purchase strategies with ongoing monitoring and rebalancing; the firm treats cash as an asset class. It implements ESG considerations only at client direction, advises caution on direct cryptocurrency investments (preferring indirect exposure), and provides planning or consulting on a negotiated or hourly basis when requested.

A distinctive practice disclosed in the brochure is that SGK engages and compensates outside promoters for client introductions, an endorsement-style arrangement the firm discloses as a potential conflict of interest. The firm also discloses use of AI tools under a formal AI policy with vendor due diligence and human review, and it relies on third-party vendors for proxy voting and class-action services, each of which is addressed in its disclosures.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy General estate planning guidance

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%

Project-based

$75 to $300 per hour, negotiable depending on service scope and professional.

Other

Account minimum: $600,000 Fee-only: Fee-only basis for investment advisory services, no commissions accepted.

Main office location

Steigerwald, Gordon & Koch - Wealth Advisors

893 A Harrison Street, S.E.

Leesburg VA 20175, United States

Number of offices

4

Most active in

California · District of Columbia · Florida · Georgia · Louisiana · Maryland · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jennifer M

CFP®, Series 63, Series 66

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Jennifer Mascarenas is a CFP® with three years of industry experience, currently serving as a financial advisor at Steigerwald, Gordon & Koch - Wealth Advisors. Her prior experience includes roles at Bogart Wealth, Northern Trust, and Mariner Wealth Advisors. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives across various asset classes and employs both long- and short-term strategies while monitoring accounts on an ongoing basis.

Retirement income strategy General estate planning guidance
user avatar

Harry K

Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Harry Karageorge is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Karageorge has been with Steigerwald, Gordon & Koch since 2016, following four years at Mpk Investments, LLC. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives across various asset classes and employs both long- and short-term strategies, overseeing over $1.2 billion in discretionary assets with a nine-advisor team.

Retirement income strategy General estate planning guidance
user avatar

Eric R

CFP®, Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Eric Randolph is a CFP® professional with 25 years of industry experience. He has worked at Steigerwald, Gordon & Koch - Wealth Advisors since 2022 and previously spent 19 years at Hopwood Financial Services, Inc. He holds Series 63 and Series 65 licenses. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios across equities, fixed income, mutual funds, and ETFs, tailoring allocations to client objectives and employing both long- and short-term strategies.

Retirement income strategy General estate planning guidance
user avatar

Benjamin S

CFP®

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Benjamin Scrivener is a CFP® professional with seven years of experience in financial advisory. He is currently with Steigerwald, Gordon & Koch - Wealth Advisors, where he has worked since 2025. Prior to this, he was with Burney Wealth Management for six years and Strategic Wealth Management Group for five years. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives across multiple asset classes and employs both long- and short-term strategies, overseeing approximately $1.2 billion in discretionary assets.

Retirement income strategy General estate planning guidance
user avatar

Madolynn M

CFP®, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Madolynn Morken is a CFP® and holds a Series 65 license with seven years of industry experience. She currently works at Steigerwald, Gordon & Koch - Wealth Advisors, where she has been since 2022. Prior to that, she was with Burney Company and Kendall Capital Management. Steigerwald, Gordon & Koch provides discretionary investment advisory services and standalone financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives using a mix of equities, fixed income, mutual funds, and ETFs, applying both long- and short-term strategies and treating cash as an asset class.

Retirement income strategy General estate planning guidance
user avatar

Darren K

Series 63, Series 66

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Darren Koch is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with the firm since 2005. Outside of his advisory role, Koch is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives across various asset classes and employs both long- and short-term strategies, overseeing approximately $1.2 billion in discretionary assets under management.

Retirement income strategy General estate planning guidance
user avatar

John S

CFP®, Series 66

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

John Seraphin is a CFP® professional with six years of industry experience, currently serving as an advisor at Steigerwald, Gordon & Koch - Wealth Advisors. His prior experience includes roles at Eagle Strategies (NY Life), NYLIFE Securities LLC, Avenue Wealth, and Capitol Financial Partners. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives across various asset classes and employs both long- and short-term strategies.

Retirement income strategy General estate planning guidance
user avatar

John S

Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

John Steigerwald is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with the firm since 1996 and is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to client objectives using a range of investment vehicles and strategies, overseeing over $1.2 billion in discretionary assets with a nine-advisor team.

Retirement income strategy General estate planning guidance
user avatar

Jeffrey G

CFA®, Series 63, Series 65

Leesburg, VA

Steigerwald, Gordon & Koch - Wealth Advisors

Jeffrey Gordon is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Steigerwald, Gordon & Koch - Wealth Advisors since 2002. He is a partner in SGK Real Estate Investments, LLC, a company formed to purchase the building housing the firm’s offices. Steigerwald, Gordon & Koch provides discretionary investment advisory services and financial planning to individuals, high net worth clients, business entities, trusts, estates, and charitable organizations. The firm manages portfolios tailored to clients’ objectives using a range of asset classes and strategies, overseeing over $1.2 billion in discretionary assets across approximately 674 client relationships.

Retirement income strategy General estate planning guidance
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