Lincoln, NE Office

Sound Stewardship serves individual and high‑net‑worth clients as well as trusts, charitable organizations and business owners, providing comprehensive financial planning and discretionary investment management. Its service models include annual planning relationships, transition planning, hourly consultations, public speaking engagements, and evaluation and monitoring of third‑party money managers; the firm is fee‑only and is compensated solely by client fees.

The firm builds customized, in‑house portfolios guided by asset allocation, fundamental and quantitative analysis, and emphasizes tax‑efficient ETFs and portfolio overlays across multiple accounts. It manages most accounts on a discretionary basis with client‑imposed restrictions available, and offers biblically responsible and socially responsible portfolio options while implementing client assets through strategic custody relationships with major custodians.

Notable aspects that distinguish the firm from many peers include its regular offering of educational seminars and paid public‑speaking workshops, a service model that is relatively uncommon among similar team firms. Sound Stewardship also uses sub‑advisor arrangements and, when it maintains online access to client accounts, engages independent PCAOB‑registered accountants to perform surprise audits of those accounts, which may be less typical among firms of its size.