Steward Partners Welcomes New Wealth Management Team in Georgia

In a significant move to expand its reach in the financial services sector, Steward Partners recently announced the addition of a seasoned wealth management team in Macon, Georgia, bringing a hefty $630 million in client assets. This strategic decision underscores the firm’s commitment to enhancing its wealth management solutions tailored for clients across Central Georgia.

Team Composition and Expertise

The newly integrated team consists of prominent figures in the financial industry, including three partners—David Lucas, Kevin Watson, and Chris Durham—all recognized as wealth managers with immense experience in fostering client relationships and delivering top-tier financial advice. Alongside these partners, the practice is bolstered by three Client Associate Managers, further amplifying the services they can provide to clients in the region.

Jason Bourgo, President of Strategic Growth for the Eastern Region at Steward Partners, expressed enthusiasm about this merger, emphasizing that the incoming team embodies the firm's ideals of trust, expertise, and a client-centric approach. “Their entrepreneurial spirit perfectly aligns with our values, and we are excited to support their continued growth while enhancing our offerings to clients,” Bourgo stated.

A New Chapter for Clients

February 4, 2026, marked the official transition of the team to Steward Partners. As they settle into their Macon office, the wealth managers are eager to utilize the firm’s vast resources and collaborative culture to elevate the service quality and investment strategies for their clients. “Joining Steward Partners signifies an important milestone for us and our clients,” remarked Kevin Watson. “The support and independence we gain will enable us to provide even more strategic advice and personalized service.”

This shift reflects ongoing industry trends where advisor teams seek to preserve their independence while also accessing robust institutional resources to enhance their service capabilities. Steward Partners’ ability to attract seasoned advisors is a testament to its growing reputation as a desirable workplace characterized by a focus on client-first principles and organizational support.

Recognition and Growth of Steward Partners

Since its inception in 2013, Steward Partners has garnered attention as one of the most rapidly growing Registered Investment Advisory (RIA) firms in the United States. Recently, they were celebrated for ranking #9 on Barron’s esteemed list of the Top 100 RIA Firms for 2025, a substantial jump from their previous #18 position. Such accolades highlight the firm’s relentless commitment to fostering a culture that prioritizes collaboration and excellence in client service.

In addition to the impressive RIA ranking, Steward Partners was designated as a 2025 Thrivent Employer of Choice, showcasing its dedication to nurturing a positive work environment that supports employee growth. They also had several advisors recognized on Forbes’ 2025 Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, validating their commitment to quality service.

The influx of new advisory teams such as the one from Macon is just one facet of Steward Partners’ broader strategy aimed at empowering wealth managers while continuing to provide customized financial solutions for clients nationwide. As they expand their footprint, the firm is poised to reshape wealth management landscapes by facilitating independence coupled with comprehensive resources.

For prospective clients and partners seeking innovative and reliable wealth management solutions, Steward Partners’ growth story—a narrative of expertise, collaboration, and client dedication—profoundly highlights all the promise the firm holds for the future of financial services.

Conclusion

Steward Partners' acquisition of the Macon wealth management team is a pivotal development not only for the firm but also for clients looking for tailored and innovative financial solutions. With their unique culture and wealth management offerings, Steward Partners continues to define the future of independent wealth management in a rapidly evolving industry landscape.