A complete list of active advisors currently associated with Entrusted Stewardship LLC

Warmer can help you find a great advisor at Entrusted Stewardship LLC or one who fits your needs even better.

Entrusted Stewardship LLC offers fee‑only financial planning services to individual clients (not classified as high‑net‑worth). Services are delivered through ongoing subscription planning, project‑based engagements, and hourly advice; the firm does not provide investment management, take custody of client assets, or participate in wrap‑fee programs. Clients receive a documented financial plan following an onboarding and data‑gathering process, with ongoing monitoring, follow‑up communications, and an annual review to update the plan. While the firm does not exercise trading discretion or manage accounts, investment recommendations—when provided—are generally oriented toward passive, Modern Portfolio Theory‑informed solutions, using index mutual funds and ETFs. Unlike many independent advisers that manage portfolios and commonly charge percentage‑of‑assets fees, this firm emphasizes an advisory‑only model with subscription and fixed‑fee arrangements and explicitly disclaims custody and performance‑based fees. The firm is newly formed and led by a CFP®‑certified principal with prior broker‑dealer and banking experience, and it reports receiving no third‑party compensation.

To learn more about the advisors currently working at Entrusted Stewardship LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Ian Foreman profile photo Ian Foreman
Holland, MI
9
Warmer team member

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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