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, LLC works with individuals (both non‑high‑net‑worth and high‑net‑worth), trusts, estates, charities, foundations, and employer‑sponsored retirement plans. The firm offers comprehensive wealth management, ongoing investment management, referrals to third‑party managers, bundled financial planning, and ERISA‑related retirement plan consulting and participant education. The firm’s investment process is driven by individualized risk profiles and includes Biblically or Morally Responsible Investing options; it uses third‑party platforms such as Envestnet, offers multi‑manager UMA solutions, and maintains seven risk‑based Biblically Responsible Investing models available on the Envoy 403b platform. Stewardship may implement long‑term, short‑term, trading and options strategies as appropriate, conducts quarterly account reviews, and supports plan sponsors with IPS design and model portfolios. Notable distinctions include that many advisory representatives are also registered representatives of United Planners and several hold insurance licenses and may offer fixed insurance and annuity products, creating potential commission‑based conflicts of interest. The firm conducts seminars and educational workshops through an affiliate focused on stewardship and family legacy for donors to Christian ministries, and its brochure discloses a prior disciplinary matter in 2010 in which that affiliate paid a $7,500 fine for unapproved communications; the firm also discloses relationships with technology and referral partners (FinLife/Goldman Sachs and Envoy) that may create referral incentives.

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.