A complete list of active advisors currently associated with Stewardship Wealth Advisors

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

Stewardship Wealth Advisors works with individual investors, high-net-worth clients, and charitable organizations, providing fee-based financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm offers both one-time and ongoing financial planning and supports implementation through custodial platforms and third-party providers. The firm’s investment process is grounded in Modern Portfolio Theory and documented investment policy statements; it accepts discretionary authority to manage client accounts, monitors portfolios regularly, and provides periodic written reports and client check-ins. Stewardship also uses the AssetMark platform for some managed accounts and runs educational seminars and workshops for clients; those sessions are presented as general education and are typically offered without charge. Notable differences from many peers include the firm’s regular seminars and workshops (a service relatively uncommon among supported firms) and an affiliation with insurance products: the firm’s principal is a licensed insurance agent who occasionally offers commissioned insurance solutions and discloses that relationship to clients. Stewardship also provides ERISA plan services that can include full discretionary 3(38) investment-manager responsibilities, and operates with a small advisory team overseeing roughly $93 million in client assets.

To learn more about the advisors currently working at Stewardship Wealth Advisors, 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.