A complete list of active advisors currently associated with Stewardship Advisory Group, LLC
Warmer can help you find a great advisor at Stewardship Advisory Group, LLC or one who fits your needs even better.
Stewardship Advisory Group works with individuals (including high‑net‑worth clients), trusts, estates, charities and employer‑sponsored retirement plans, offering comprehensive wealth management, investment management, bundled financial planning and referrals to third‑party managers. The firm reports roughly $322 million in discretionary assets under management and a small advisory team that also provides ERISA plan services and sub‑advisory solutions. The firm’s process uses written risk profiles to tailor portfolios and may employ multi‑manager Unified Managed Account (UMA) strategies, model portfolios and third‑party managers, with ongoing account review and coordination with clients’ attorneys and tax professionals. Stewardship emphasizes values‑based investing—maintaining Biblically Responsible Investing models and offering public seminars and workshops through an affiliate that focuses on family legacy, charitable giving and stewardship for donors and nonprofit constituencies. Notable operational features that distinguish the firm from many peers include advisory representatives who are dually registered and are transitioning some business to an affiliated broker‑dealer/RIAs platform, and multiple advisors who also hold insurance licenses and may offer fixed insurance and annuity products in addition to advisory services. The brochure discloses a historical regulatory event involving an affiliate (a 2010 fine for non‑approved client communications) and describes use of third‑party technology and referral arrangements that can create additional conflicts of interest.
To learn more about the advisors currently working at Stewardship Advisory Group, 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 |
|---|---|---|
Clermont, FL
| 7
| |
Clermont, FL
| 26
| |
Clermont, FL
| 33
| |
Clermont, FL
| 11
|
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