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John Steigerwald — CEO & Co-Founder, SGK Wealth Advisors

John Steigerwald is the Chief Executive Officer and Co-Founder of SGK Wealth Advisors, a fee-only fiduciary wealth management and financial planning firm based in Leesburg, Virginia. With more than three decades of experience in investment management and financial advisory services, John leads SGK Wealth Advisors with a commitment to strategic financial planning, client-centered investment solutions, and unwavering fiduciary principles that help individuals and families achieve long-term financial success.

Professional Background & Experience

John has been a trusted leader in the wealth management industry for more than 30 years. He has served as CEO, Chief Compliance Officer, and Portfolio Manager for SGK Wealth Advisors (Steigerwald, Gordon & Koch Inc.) since 2009, overseeing strategic growth, compliance integrity, and investment policy.

Before SGK, he was President, Chief Compliance Officer, and Portfolio Manager of Riggs Steigerwald — where he developed expertise in investment management and financial planning that laid the foundation for his leadership at SGK.

Under John’s guidance, SGK Wealth Advisors has grown into a respected independent registered investment advisor (RIA) known for its personalized financial planning and custom portfolio management solutions for individuals, families, and institutional clients throughout Northern Virginia, Maryland, Washington D.C., and beyond.

Education & Credentials

John holds a Bachelor of Arts degree in Applied Economics from the University of Manitoba and an MBA with a concentration in Finance and Investment Management from The Wharton School of Business, University of Pennsylvania — one of the world’s most prestigious business programs.

His deep academic background in economics, finance, and investments equips him to analyze market trends and guide complex financial strategies for SGK’s clients.

About SGK Wealth Advisors — Company Overview

SGK Wealth Advisors (Steigerwald, Gordon & Koch Wealth Advisors) is a fee-only, independent fiduciary financial planning and investment management firm headquartered at 893-A Harrison Street, S.E., Leesburg, VA 20175.

The firm is dedicated to helping clients gain financial clarity and peace of mind through:

• Comprehensive Financial Planning — retirement, tax, estate, and legacy planning

• Custom Portfolio Management — tailored investments built with individual stocks and bonds

• Retirement & Retirement Income Strategies

• Business Owner & Executive Financial Planning

• Risk Management & Insurance Planning

• Estate & Charitable Planning Coordination

• Tax-Sensitive Investment Strategies

SGK emphasizes continuous client relationships, acting as a financial partner committed to guiding clients through major life and financial decisions. With a boutique approach, SGK offers highly customized solutions that prioritize trust, transparency, and long-term success.

Leadership & Vision

As CEO, John provides strategic leadership that balances investment expertise with client-first service. His day-to-day responsibilities include working closely with clients to ensure their portfolios are risk-appropriate and aligned with long-term financial objectives, while also guiding the firm’s growth and maintaining a strong culture of compliance, integrity, and excellence.

He supports a collaborative team environment where SGK’s advisors work together to deliver thoughtful financial planning and investment strategies — helping clients feel confident about their financial future.

Value Proposition

John’s leadership ensures that SGK Wealth Advisors delivers a holistic wealth management experience rooted in:

✔ Fiduciary commitment — client interests first
✔ Tailored investment portfolios rather than one-size-fits-all solutions
✔ Tax-aware planning integrated with financial strategies
✔ Transparent, ongoing advisory relationships
✔ Customized plans for retirement, legacy, and life goals

Clients working with John benefit from an advisor who not only understands market complexities but also values clear communication and long-term partnership — helping them move confidently toward their financial goals.

Contact & Professional Details

📧 Email: john@SGKwealthadvisors.com
📞 Phone: 703-777-8826
📍 Office: 893-A Harrison Street, S.E., Leesburg, VA 20175
🌐 Website: SGKwealthadvisors.com — SGK Wealth Advisors official site