Owen Stewart (CFP®)

Owen Stewart focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Millennials
  • Tax Planning

Planning Specialties

I've had the privilege of growing up in the world of financial planning. As a child, I would tag along with my father, a financial advisor, and I can remember sitting in on my first client meeting when I was just a little taller than the table. Being an advisor is not just a job to me; it's a calling I deeply care about, shaped by a lifelong admiration. In fact, before becoming an advisor in 2016, I believed it was the second noblest profession, right after doctors.

I've since discovered that the rest of the world doesn't always share this sentiment. That bothered me, and it sparked the creation of Ataroke—a firm dedicated to putting the advice back into Advisor.

I’m grateful for the experiences that led to this point. I learned what an advisor has to say about money during countless conversations at the dinner table as a child. I learned what the textbooks had to say about money in college, earning undergraduate degrees in Accounting and Finance and a graduate degree in Accounting. I then learned what businesses had to say about money as an auditor at PwC, where I also learned how to think critically and skeptically. Finally, I learned the difference between what the textbooks and businesses say about money and what real people care about money as an Investment Advisor at Macro Wealth Advisors.

Additional Information

Throughout this journey, I also realized that life is unpredictable. It has its ups and downs, its share of tragedies and triumphs. But that's what makes it exciting. The ability to adapt to change is essential for both personal growth and financial planning.

I consider myself fortunate to have found my professional purpose—helping people improve their relationship with money and make better financial decisions. Ataroke is my way of pursuing that purpose. I approach it just like I do my personal life—a continuous cycle of action, learning from failures, reflecting, and striving for improvement. Progress, not perfection, is my guiding principle.

NAPFA Start Date

July 21, 2023


This Office

4304 Beaver Run Dr. McKinney, TX 75072 Phone: (214) 444-9351