Spokane, WA N Division St logo

Spokane, WA N Division St Office

Team
Updated today
Stewardship Concepts Financial Services LLC logo

Stewardship Concepts Financial Services LLC

Supported

Firm-wide stats for Stewardship Concepts Financial Services LLC

Total advisors

4

Across 2 offices

Clients per advisor

57 High

Avg AUM per client

$725,560 Typical

HNW client ratio

27% Typical

About

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.

Based on Stewardship Concepts Financial Services LLC

Expertise

General retirement planning Income planning College savings (529s, UTMA, etc.) Business succession planning

Based on Stewardship Concepts Financial Services LLC

Occupation focus

Founder/Business Owner Retired

Based on Stewardship Concepts Financial Services LLC

Location

7307 N Division St Ste 205

Spokane WA 99208

Advisors at this office

3

Advisors at this office

Amy D

CFP®, Series 66

Spokane, WA

Stewardship Concepts Financial Services LLC

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

General retirement planning Income planning Retirement income strategy Roth conversion strategy Wealth management Retired Executive Approaching retirement Retired

Noah S

CFP®, Series 65

Spokane, WA

Stewardship Concepts Financial Services LLC

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Retirement income strategy Medicare planning Roth conversion strategy Retirement withdrawal strategies Charitable giving tax strategies Retired Attorney Dentist Doctor or Medical Professional Executive Approaching retirement Retired
user avatar

Edwin H

CFP®, Series 63

Spokane, WA

Stewardship Concepts Financial Services LLC

Edwin Hill is a CFP® professional with 12 years of experience, currently serving at Stewardship Concepts Financial Services LLC since 2013. He holds the Series 63 designation and is based in Spokane, WA. Outside of his advisory role, Mr. Hill serves as Treasurer on the board of Big Table, a nonprofit supporting the hospitality industry, and is a member of the Spokane Chapter of the Financial Planning Association. Stewardship Concepts provides personal financial planning and discretionary investment management to individuals, families, trusts, family businesses, corporations, and charitable organizations. The firm operates as a fee-only fiduciary, emphasizing global diversification and strategic asset allocation with tactical adjustments guided by both fundamental and technical analysis.

General retirement planning Income planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)