Steward Partners, an employee-owned financial services firm, has acquired Longbridge Wealth Advisors, bringing $481 million in assets and expanding its presence to North Canton, Ohio.
Longbridge’s ten-person team, led by Jack Elgin and Neven Zelich, specializes in client-focused financial planning for those nearing retirement. Steward Partners’ Legacy Division offers advisory teams succession solutions while maintaining their brand and relationships.
Since 2013, Steward Partners has become a leading RIA firm, earning multiple industry awards and recognitions for its commitment to client service and excellence in wealth management.
KEY QUOTES:
“With more than 20 years working side by side, Neven and I have always been grounded in delivering thoughtful financial planning and a high level of personal care to every client we serve. Our team’s approach has always centered around helping clients navigate their path with clarity. In Steward Partners, we saw a like-minded firm that shares our commitment to long-term relationships, high standards, and doing right by the people we serve.”
Jack Elgin, Partner, Managing Director, Financial Advisor at Longbridge Wealth Advisors
“We’re excited to officially welcome the Longbridge team to Steward Partners. From the beginning, it was clear they were the right cultural fit—they share our values, our client-first mindset, and our vision for long-term growth. Their strong reputation and deep relationships in the greater Ohio market make them a natural extension of our footprint in the region, and we’re confident they’ll play a key role in helping us scale with integrity.”
Scott Danner, EVP & Head of Legacy at Steward Partners
“Joining Steward Partners felt like a natural evolution for our team, as we were looking for the right long-term fit that supports what we do best: serving clients. What stood out most was their employee-owned model, collaborative culture, and how intentional they are about protecting that culture. We’re excited to gain the support that Steward provides so we can spend more time doing what we love—helping clients plan for their future.”
Neven Zelich, Partner, Managing Director, Financial Advisor at Longbridge Wealth Advisors
