Clove Hitch Advisors of Steward Partners

09/19/2026

There’s a lot to celebrate when someone has been part of the Clove Hitch family for an entire decade — and today, we’re celebrating Brittany!

Over the past 10 years, she’s been there for busy days, celebrations, and all the little moments that have made this team feel more like family than coworkers. We’re incredibly grateful for the dedication and heart she brings to Clove Hitch and for everything she’s contributed along the way.

Here’s to 10 amazing years, Brittany! We’re so lucky to have you and can’t wait to see what the next chapter brings!

09/10/2026

Behind Clove Hitch Advisors is a team of people who genuinely enjoy helping others.

We believe financial planning starts with getting to know you—your goals, your priorities, and what matters most to you. And we think it’s just as important for you to know the people you’re working with, too!

Whether we’re helping you plan for what’s ahead, answering questions along the way, or simply being a resource when you need one, our team is here to help make the process feel a little easier and a lot more personal.

Take a minute to meet the faces behind Clove Hitch Advisors and get to know our team!

We think it’s important you know who we are and what we stand for. Our core values are reflected in the acronym, ART: Accountability, Responsibility and Transparency. These principles are the backbone of our practice and embody the way we operate on our clients’ behalf every day. Our multigenera...

09/02/2026

Happy 1-Year Anniversary to Chelsea!

It’s been great getting to know Chelsea over the past year, sharing plenty of laughs, and watching her become such an important part of the Clove Hitch crew. What makes this team so special is that the friendships go far beyond the workplace, and we’re so happy to have Chelsea be a part of that.

We’re looking forward to many more years ahead. We’re lucky to have her as part of the Clove Hitch family!

08/26/2026

National Dog Day celebrates the furry family members who fill our homes with love, laughter, and plenty of memories. We hope all the pups enjoy some extra love and attention today!

08/20/2026

Happy Birthday, Casey!

Today we're celebrating not only another year of your life, but also the leadership, vision, and dedication you bring to our team every day. Your commitment to excellence, the support you give those around you, and the culture you've helped create make a lasting impact on our team and everyone we serve. Thank you for leading with integrity and purpose. We hope this next year brings you continued success, meaningful moments, and all the happiness you deserve. Happy Birthday!

08/17/2026

Strong communities are built by people who choose to give back.

This National Nonprofit Day, we're celebrating the organizations, volunteers, and donors who dedicate their time, talents, and resources to making a difference. Their work strengthens our communities, creates opportunities for others, and reminds us that even small acts of generosity can have a lasting impact.

At Clove Hitch Advisors, giving back is an important part of who we are. We're honored to support organizations that make a meaningful difference in the lives of others and help strengthen the communities we call home.

Learn more about the organizations we're proud to support:
https://ow.ly/MNIM50ZuLmX

08/14/2026

Financial awareness is about more than understanding your finances. It's about creating the freedom to focus on the people, experiences, and future that matter most.

This National Financial Awareness Day is a reminder to check in with your goals, celebrate the progress you've made, and make sure your financial plan continues to reflect the life you want to build.

Wherever you are on your journey, we're here to help you move forward with confidence. If you'd like to learn more about working with our team, we're just a conversation away.

If you have a question, are interested in scheduling a conversation, or simply want to find out more about what we do, we’d love to hear from you.

08/09/2026

National Book Lovers Day is a chance to celebrate the power of knowledge and the stories that connect us. Whether you enjoy fiction, biographies, or books about learning something new, there is always another great read waiting. What are you reading this summer?

08/07/2026

A few shots from last week's team outing!

We spent some time on the water enjoying sunshine, coastal views, and great company, then wrapped up with lunch at Frisbee's Wharf.

We're thankful for the work we get to do and the clients who make it meaningful. Days like this remind us how lucky we are.

08/04/2026

Concentration can create wealth. It can also erase it.

Many fortunes are built through concentrated ownership - a business, company stock, or a handful of high-conviction investments. But concentration cuts both ways.

As this chart shows, several well-known companies experienced drawdowns of 30%–60% over a period when the S&P 500 declined just 1.6%.

The goal of diversification is not to eliminate risk or maximize every upside. It is to reduce the likelihood that one investment, one company, or one decision can permanently derail a financial plan.

A concentration may build wealth. Thoughtful diversification can help preserve it.