A complete list of active advisors currently associated with Stewardship Advisors, LLC

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

Stewardship Advisors, LLC serves individuals (including high‑net‑worth clients), businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management services that can be implemented directly or through institutional third‑party managers. The firm’s team of nine advisors manages roughly $545 million in client assets across about 674 client relationships and also provides periodic educational workshops on personal finance and investing. The firm’s investment approach emphasizes strategic asset allocation implemented primarily with ETFs and mutual funds, employing a blend of fundamental and technical analysis and managing accounts on both discretionary and nondiscretionary bases. Stewardship prepares written investment guidelines, conducts ongoing monitoring and periodic rebalancing, and offers a values‑based ESG portfolio that uses Morningstar screening as part of its due diligence and portfolio design. Distinctive features include complimentary public workshops—a relatively uncommon service among peer team firms—and a prior role as a wrap fee program sponsor, from which it is now moving away and no longer accepting new wrap participants. The firm routinely recommends specific custodians (including Schwab, Trade‑PMR, Betterment Securities and SEI), discloses that it may receive custodial services and portions of fees when third‑party managers are employed, and states it conducts reviews and due diligence around those arrangements.

To learn more about the advisors currently working at Stewardship Advisors, 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.