A complete list of active advisors currently associated with Stewardship Concepts Financial Services LLC
Warmer can help you find a great advisor at Stewardship Concepts Financial Services LLC or one who fits your needs even better.
Stewardship Concepts Financial Services, LLC (dba Stewardship Concepts) provides personal financial planning and discretionary investment management to individuals, families, trusts and estates, family businesses, corporations, and charitable organizations. The firm operates as a fee-only fiduciary and offers comprehensive planning, implementation of recommendations, and ongoing portfolio oversight. Its investment approach emphasizes global diversification and strategic asset allocation with tactical adjustments, informed by both fundamental and technical analysis and, when appropriate, limited option strategies (covered writing and protective puts). Client objectives are documented in an Investment Policy Statement, discretionary trading authority is available, and accounts are reviewed at least annually or as circumstances change. Several details in the brochure distinguish the firm from many peers: the advisory team includes multiple CFP® professionals and traces its advisory roots to 1998, and the firm reports managing approximately $174.6 million in client assets. The firm also discloses marketing practices that are uncommon among similar advisors — the use of client testimonials and endorsements in advertising — and the use of a paid lead vendor (SmartAsset) for prospective client referrals, while maintaining policies that avoid insurance commission arrangements.
To learn more about the advisors currently working at Stewardship Concepts Financial Services 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 |
|---|---|---|
Spokane, WA
| 10
| |
Spokane, WA
| 13
| |
Spokane, WA
| 16
| |
Spokane, WA
| 6
|
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