A complete list of active advisors currently associated with Smart Stewardship Advisors
Warmer can help you find a great advisor at Smart Stewardship Advisors or one who fits your needs even better.
Smart Stewardship Advisors provides financial planning, coaching and wealth‑management advisory services to individuals, trusts, estates, charitable organizations and businesses, with a particular emphasis on donors and Christian ministries. The firm offers Smart Stewardship Coaching, advanced charitable and legacy planning, fiduciary reviews for retirement plans, and educational presentations and workshops for nonprofit audiences. The firm’s work begins with a diagnostic analysis of clients’ balance sheet, assets, legal documents, tax returns, insurance and cash flows (a “BALTIC” gap analysis) and the delivery of stewardship goal and gap summaries to inform planning. For ongoing investment implementation it typically recommends unaffiliated third‑party portfolio managers that construct ETF‑based model portfolios and perform discretionary trading; the firm serves as a liaison, provides ongoing non‑discretionary advice, and distributes a quarterly e‑newsletter to support client education. Compared with peers, the firm combines several uncommon features: it accepts commissions in its capacity as an insurance agent and receives referral fees, provides pension consulting and ERISA fiduciary reviews for plan clients, and primarily operates in a non‑discretionary advisory role rather than exercising investment discretion itself. It also relies more on fixed planning and coaching fees instead of a direct percentage‑of‑AUM advisory model, produces periodicals and workshops (services held by a minority of similar firms), and discloses that it receives a portion of management fees from recommended third‑party managers.
To learn more about the advisors currently working at Smart Stewardship Advisors, 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 |
|---|---|---|
Lake in the Hills, IL
| 21
|
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