Stewardship Wealth Management

Stewardship Wealth Management provides investment advisory and financial planning services to individuals and couples—most clients are described as semi‑affluent or affluent, and the firm also works with high‑net‑worth clients, charities and trusts. The firm reports managing about $10.3 million for roughly a dozen clients and offers portfolio management using no‑load mutual funds and exchange‑traded funds, with a financial plan provided at client onboarding.

The firm follows an evidence‑based, asset‑allocation approach that emphasizes broad diversification, long‑term equity exposure, and periodic rebalancing (typically quarterly), and it discourages market timing and frequent trading. Unusually for peers, a substantial majority of assets (about $8.425 million) are managed on a non‑discretionary basis through co‑advisory and third‑party manager arrangements, while roughly $1.875 million is managed on a discretionary basis.

The principal also operates other registered advisory and financial coaching businesses and is a licensed insurance agent who receives commissions for the placement of insurance‑based products, creating a combined advisory and insurance services model that is less common among independent advisers. The adviser emphasizes a coaching relationship to help clients follow allocation targets and behavioral discipline, and all new clients receive a standardized financial plan as part of onboarding.