A complete list of active advisors currently associated with Stewards Advisory Services

Warmer can help you find a great advisor at Stewards Advisory Services or one who fits your needs even better.

Stewards Advisory Services is a fee-only registered investment adviser serving individuals, high‑net‑worth clients, trusts, estates, charitable organizations and small businesses. The firm provides discretionary portfolio management, comprehensive financial planning, consulting and in‑house tax preparation, and does not accept commissions or sell financial products. Operating as a fiduciary, Stewards implements strategic asset allocation with passive mutual funds and ETFs as the core holdings while selectively adding active managers where appropriate; client goals are documented in investment policy statements and accounts are reviewed and reported regularly. The firm uses institutional research tools (including Dimensional Fund Advisors resources and ETF information), relies on custodian reporting for quarterly statements, and trades under a limited power of attorney for discretionary management. What distinguishes Stewards Advisory Services is its explicit focus on serving clients from a Christian, biblical stewardship perspective and its willingness to negotiate account terms for clients in full‑time ministry or with charitable intent. The firm also maintains in‑house tax preparation services, leaves proxy voting to clients rather than voting on their behalf, and manages roughly $128 million of discretionary assets across two advisors for about 61 client relationships.

To learn more about the advisors currently working at Stewards Advisory Services, 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.