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Ian F

CFP®, Series 66, Series 63, Series 65

Holland, MI

Entrusted Stewardship LLC

Ian Foreman is a CFP® professional with nine years of experience in the financial services industry. He is the principal advisor at Entrusted Stewardship LLC, an independent firm he founded in 2026. Prior to this, Ian held roles at Fifth Third Securities and Fifth Third Bank. Outside of financial advising, he worked as a server at Waverly Stone Gastropub. Entrusted Stewardship LLC provides fee-only financial planning services to individual clients through subscription, project-based, and hourly engagements. The firm focuses on advisory-only services without managing assets or taking custody, offering investment recommendations that generally follow passive, Modern Portfolio Theory principles using index mutual funds and ETFs.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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