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Steigerwald, Gordon & Koch
Founded as a financial services partnership in Northern Virginia, Steigerwald, Gordon & Koch established its practice to serve the comprehensive planning...
Steigerwald, Gordon & Koch
Founded as a financial services partnership in Northern Virginia, Steigerwald, Gordon & Koch established its practice to serve the comprehensive planning needs of affluent clients. The firm's leadership brought together expertise in accounting, tax preparation, and investment management under a single advisory roof. From its Leesburg base, the firm has historically focused on clients in the Washington, D.C. metropolitan area, including professionals, business owners, and retirees seeking coordinated financial guidance. Steigerwald, Gordon & Koch constructs client portfolios using a mix of individual equities, fixed-income instruments, and no-load mutual funds, supplemented by separately managed accounts where appropriate. The firm emphasizes tax-efficient strategies — including municipal bond ladders and loss-harvesting techniques — to align portfolio construction with each client's tax situation. Its investment committee monitors third-party managers and makes tactical allocation adjustments based on market conditions and client objectives. The practice does not operate pooled proprietary funds or report dedicated allocations to alternative asset classes such as private equity or hedge funds. The firm's footprint remains concentrated in Loudoun County and the broader Northern Virginia region. Specific team size and total client assets under advisement have not been publicly disclosed. The practice structure suggests a small- to mid-sized advisory firm, likely organized as a partnership or closely held corporation. No affiliated philanthropic vehicles, real-asset arms, or club memberships are publicly identified. As a locally rooted advisory practice, Steigerwald, Gordon & Koch differentiates through its deliberate generalist wealth management model. The firm does not appear to pursue institutional limited partners or function as a capital allocator in the manner of a single-family office. Its architecture ties tax, estate, and investment advice into a unified service — a structural choice that aligns its economics with long-term client relationships rather than transaction volume or product distribution.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Leesburg
Corporate office
Leesburg, VA, United States
Frequently asked questions
What services does Steigerwald, Gordon & Koch provide?
The firm offers wealth management, financial planning, tax preparation, and estate planning services. Its integrated approach coordinates investment advisory with accounting and tax strategy, aiming for after-tax portfolio efficiency. The firm manages assets through individual securities, mutual funds, and separately managed accounts.
Does Steigerwald, Gordon & Koch function as a multi-family office?
The firm operates as an independent wealth management and financial advisory practice, not a traditional single-family or multi-family office. It serves multiple individual and family clients but does not publicly structure itself with the dedicated family-office service model that includes concierge, bill-pay, or direct private equity sourcing. Its service set is more closely aligned with a comprehensive planning-focused RIA.
How does the firm construct client investment portfolios?
Portfolios are built using individual stocks, bonds, no-load mutual funds, and third-party separately managed accounts. The firm emphasizes tax-efficient allocation — incorporating municipal bonds and tax-loss harvesting — as a core component of portfolio design. An internal investment committee oversees manager selection and tactical allocation decisions.
Does Steigerwald, Gordon & Koch invest in private equity or venture capital?
There is no public indication that the firm allocates client capital to private equity, venture capital, or hedge fund strategies. Its investment approach centers on publicly traded securities and traditional managed accounts. The firm's model is built around liquid, transparent, and tax-aware portfolio management rather than illiquid alternatives.
Who is the firm's typical client?
The practice primarily serves affluent individuals and families in the Northern Virginia and greater Washington, D.C. region. Its client base likely includes professionals, business owners, and retirees who value the combination of tax, estate, and investment advice from a single local advisor. The firm's Leesburg location roots its relationships in Loudoun County and surrounding communities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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