Jeremy Staadeker
Co-Lead Advisor, NOVA Retirement Strategies; Founding Partner, Steward Partners Global Advisory · NOVA Retirement Strategies @ Steward Partners
Wealth Management · Retirement Planning · Financial AdvisoryBeyond Limits3 yrs in EO
The rest of Jeremy's story is inside the speakeasy.
Bio, fun facts, conversation starters, and the best ways to connect.
About
Jeremy Staadeker is the co-lead advisor of NOVA Retirement Strategies and a Founding Partner of Steward Partners Global Advisory. He is a CFP, AIF, and CEPA who became a financial advisor after more than ten years as a Certified Public Accountant, giving him a strong planning background for individuals, families, and business owners.
Who You Should Meet
Your top suggested 1:1s, matched on complementary needs, shared ground, and proximity.
Gregory McDonough
- Gregory can help with what you're looking for: warm intros to EO founders nearing an exit
- You're both in the DC area — this one can happen over coffee
- Both building in finance investment
Julie Lopez
- Julie can help with what you're looking for: warm intros to EO founders nearing an exit
- You can help Julie with: collaborators on founder wellness programming
- You're both in the DC area — this one can happen over coffee
Michelle Galligan
- Michelle can help with what you're looking for: warm intros to EO founders nearing an exit
- Both building in accounting
- Both building in finance investment
Donald Britton
- Donald can help with what you're looking for: warm intros to EO founders nearing an exit
- You're both in the DC area — this one can happen over coffee
- Shared craft: m & a exits
Manoj Chugani
- Manoj can help with what you're looking for: warm intros to EO founders nearing an exit
- You can help Manoj with: connections to capital partners for coached founders
- Shared craft: m & a exits
On LinkedIn
367connections
378followers
VerifiedOn LinkedIn since 2008
Financial AdvisoryRetirement PlanningRetirementInvestmentsTax-Efficient StrategiesMultigenerational Wealth PlanningRetirement-Plan ConsultingBusiness Owner Planning
I was honored to be featured in Financial Advisor Magazine discussing the new ‘Super Catch-Up’ contributions and what they mean for retirement planning. As always, it’s crucial to navigate these changes with a strategic …
I’m excited to announce that Steward Partners was recognized as one of the Washington Business Journal’s Best Places to Work! Accepting this award on behalf of our team was truly an honor. We're proud of building a workp…
Exciting news! We're hiring Client Administrative Managers in McLean, VA for customer-facing roles. Are you or someone you know interested in financial services, detail-oriented, and passionate about providing exceptiona…
Exciting news! We're hiring Client Administrative Managers in McLean, VA for customer-facing roles. Are you or someone you know interested in financial services, detail-oriented, and passionate about providing exceptiona…
Fun Facts
- Jeremy brings a CPA-informed lens to wealth management, even though he no longer practices public accounting. His credentials include CFP, AIF, and CEPA, which is especially relevant for entrepreneur exit planning.
Conversation Starters
- Ask how his CPA background changes the way he advises clients on retirement and wealth planning. Ask what entrepreneurs misunderstand about exit planning and post-exit cash flow. Ask how NOVA Retirement Strategies approaches planning for business owners versus traditional retirees.
EO Leadership
- Forum Co-Chair - 2024/2025 - Local Leadership Position