A complete list of active advisors currently associated with Stewards Wealth Planning, LLC
Warmer can help you find a great advisor at Stewards Wealth Planning, LLC or one who fits your needs even better.
Stewards Wealth Planning serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm reports managing roughly $99 million across more than 600 client relationships and provides portfolio management, written investment policy documentation, and ongoing consulting engagements. Investment programs are implemented on a discretionary basis and often delivered through a third‑party platform (Orion Portfolio Solutions) and outside strategists, with account objectives and risk tolerances documented in client forms. The firm combines technical and seasonality analysis for security selection with fundamental analysis for planning, and performs periodic account reviews and client reporting at least quarterly. Distinctive aspects include an unusually high client-to-advisor ratio (over 300 clients per advisor), a regular program of free educational seminars and workshops, and material affiliations with an insurance business where firm personnel spend substantial time and may receive insurance commissions. The brochure discloses these affiliated insurance activities and the firm describes policies and disclosures intended to mitigate related conflicts, and it also highlights use of third‑party managers and ERISA plan consulting as differentiated service lines.
To learn more about the advisors currently working at Stewards Wealth Planning, 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 |
|---|---|---|
Okemos, MI
| 10
| |
Okemos, MI
| 3
|
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