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Joseph V

CFP®, Series 66

Clermont, FL

Stewardship Advisory Group, LLC

Joseph Veasey is a CFP® professional with 11 years of industry experience. He is an advisor at Stewardship Advisory Group, LLC in Clermont, FL, and has held roles at several firms including United Planners' Financial Services and AE Wealth Management. Veasey is also involved in Stewardship Legacy Coaching, providing services related to family and business legacy planning. Additionally, he serves as a trustee for Redeemer Orthodox Presbyterian Church. Stewardship Advisory Group offers wealth management and investment services to individuals, trusts, estates, charities, and retirement plans. The firm uses written risk profiles to tailor portfolios and employs multi-manager strategies, with a focus on values-based investing and stewardship through public seminars and workshops.

General retirement planning Social Security optimization Life insurance needs analysis College savings (529s, UTMA, etc.) Christian Faith Based
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Joseph M

CFP®, Series 63, Series 65

Clermont, FL

Stewardship Advisory Group, LLC

Joseph Morson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Stewardship Advisory Group, LLC. He has held roles at Life Values Financial since 2003 and has longstanding involvement with multiple Catholic churches as an accompanist. His background includes work with United Planners' Financial Services and OneAscent Financial Services. Stewardship Advisory Group provides wealth management and investment services to individuals, trusts, estates, charities, and retirement plans, managing approximately $322 million in discretionary assets. The firm uses written risk profiles to tailor portfolios and offers values-based investing with a focus on Biblically Responsible Investing through seminars and workshops.

General retirement planning Social Security optimization Life insurance needs analysis College savings (529s, UTMA, etc.) Christian Faith Based
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Jeffrey R

Series 63, Series 65

Clermont, FL

Stewardship Advisory Group, LLC

Jeffrey Rogers is a financial advisor with Stewardship Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held leadership roles in multiple affiliated entities since the early 2000s, including founding Stewardship Legacy Coaching, which focuses on family and business legacy stewardship. Rogers is also an author, speaker, and serves on the board of Compass-Finances God's Way of Central Florida, a nonprofit promoting faith-based financial principles. Stewardship Advisory Group serves individuals, trusts, estates, charities, and retirement plans with comprehensive wealth and investment management, employing written risk profiles and multi-manager strategies that include Biblically Responsible Investing models.

General retirement planning Social Security optimization Life insurance needs analysis College savings (529s, UTMA, etc.) Christian Faith Based
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Nicholas E

CFP®, Series 66

Clermont, FL

Stewardship Advisory Group, LLC

Nicholas Ellison is a CFP® professional with seven years of experience in financial advisory. He is affiliated with Stewardship Advisory Group, LLC and has previously worked with firms including OneAscent Financial Solutions, Cornerstone Wealth Management, and HSC Wealth Advisors. Outside of advisory services, he is involved with Stewardship Legacy Coaching, LLC, providing coaching on family and business legacy stewardship. Stewardship Advisory Group serves individuals, high-net-worth clients, trusts, estates, charities, and employer-sponsored retirement plans, offering comprehensive wealth management, investment management, and financial planning. The firm employs written risk profiles to tailor portfolios and uses multi-manager UMA strategies, model portfolios, and third-party managers, with an emphasis on values-based investing including Biblically Responsible Investing models.

General retirement planning Social Security optimization Life insurance needs analysis College savings (529s, UTMA, etc.) Christian Faith Based
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