A Steady Hand For Your Financial Journey

SINCE 1998 · FEE-ONLY FIDUCIARY

Financial resources aren't an end in themselves — they're a tool for accomplishing goals. Through thoughtful planning and disciplined investment management, we chart a steady course toward lasting financial peace of mind.

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WHAT WE DO

Built Around You.
Backed By Experience.

We deliver comprehensive, tax‑aware financial planning and disciplined investment management — whether as a comprehensive financial plan or an investment management engagement. Our advice and counsel is driven by your priorities, and applied uniquely to you.

Since 1998, we've partnered with individuals, business owners, foundations, and families who rely on us for wise, independent financial counsel — one rooted in close relationships, low client‑to‑advisor ratios, and a steady, personal level of service you can count on for the long term. Our decades with you, education, designations, robust relationships in the industry, and desire to continue sharpening the saw, inform our counsel and expertise.

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HOW WE HELP

Comprehensive Services
Aligned With Your Goals

Whether you're building wealth, raising a family, or moving confidently into retirement, our services are designed to help you pursue your financial objectives through disciplined investment management and thorough planning. We recognize financial decisions aren't independent of one another, so we help clients navigate competing priorities.

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Financial
Planning

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Investment
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Retirement
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Intergenerational
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Custodial Partner
Raymond James Financial
BACKED BY RAYMOND JAMES

Institutional Resources.
Personal Service.

Partnering with Raymond James as custodian affords Steadfast complete freedom to serve you how we see best and back us with the stability, support, and institutional strength of a premier financial services firm. Raymond James values clients first, acting with integrity, value independence, and thinking long‑term. Reasons for confidence:

  • Independence and Strength
  • Financial Stability
  • Strong Compliance and Cyber Security
  • Advanced portfolio reporting tools
  • Secure online account access
  • Broad investment access
  • Provides institutional fund access, so lower fees
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1998Year founded
Fee-OnlyNo commissions
CFP® ChFC® RICP® CKA®Credentials
0.50%–1%Transparent fees
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WHO WE ARE

Built On Trust.
Focused On Results.

Your relationship with your advisor should be built on trust and transparency. We combine personalized service with deep investment expertise so you feel confident in both our approach and our commitment to your long‑term success.

Founded in 1998 by Raymond Johnson and now led by Matthew McGahey, CFP®, ChFC®, RICP®, CKA®, Steadfast has served families and individuals across Central Florida and beyond — offering independent, fee‑only counsel you can rely on through every stage of life.

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OUR CORE VALUES

The Principles That Guide Our Work

Our philosophy is simple: we come alongside you for financial decision making — as your trusted stewardship counsel. Clients who value this partnership approach to wealth management are the most at peace.

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Personalized Attention

We build our practice around understanding you — your goals, your concerns, and your financial picture. Every client receives dedicated service tailored to their situation, whether you're growing wealth or preserving a legacy.

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Professional Network

Your financial picture doesn't exist in a vacuum. We bring in trusted CPAs, estate attorneys, and insurance specialists as needed — professionals we've worked alongside or professionals you've already engaged — so every recommendation accounts for the full picture.

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Clear Communication

Financial concepts shouldn't feel opaque. We explain our strategies, investment decisions, and planning recommendations in straightforward terms so you understand the reasoning behind every action we take on your behalf. We are repetitive and consistent.

CONTACT

Ready To See What
Steady Guidance Can Do?

Your financial journey deserves a trusted partner. Through fee‑only planning and disciplined investment management, we'll help you pursue your goals with clarity, confidence, and peace of mind. Contact us today to discuss how our approach could work for your unique situation.