A complete list of active advisors currently associated with Stewardship Financial Planning

Warmer can help you find a great advisor at Stewardship Financial Planning or one who fits your needs even better.

Stewardship Financial Planning serves individuals, businesses, charitable organizations, trusts and estates with comprehensive financial planning and investment advice, including retirement planning, asset allocation, college funding, insurance analysis, budgeting and other tailored advice. The firm also offers trustee and executor services and advice on unique or complex client situations. The firm customizes recommendations through client interviews and questionnaires and implements a multi-bucket, long-term buy-and-hold approach that emphasizes diversification and periodic rebalancing. Investments are limited to no‑load mutual funds, ETFs, FDIC-insured CDs and Treasury securities, and clients may choose discretionary or non‑discretionary engagement—Stewardship primarily manages assets on a non‑discretionary basis so clients retain trade approval. Stewardship’s business model is atypical among peers in that it charges flat, fixed fees rather than percentage‑of‑assets fees and bills clients directly rather than deducting fees from accounts. It also stands out for providing trustee roles that create custody responsibilities and for its limited product menu and explicit avoidance of commissions or product sales.

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