A complete list of active advisors currently associated with Stewardship Wealth Management Solutions

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

Stewardship Wealth Management Solutions provides investment advisory and financial planning services to individuals—including high‑net‑worth clients—as well as trusts, pension and profit‑sharing plans, and corporate clients. Offerings include discretionary and non‑discretionary asset management, comprehensive portfolio management (using stocks, bonds, ETFs, options, mutual funds and private securities), standalone financial planning, and retirement plan consulting, and the firm may recommend third‑party money managers. The firm employs a multi‑method analytical approach—fundamental, qualitative, quantitative, sector and technical analysis—to build asset‑allocation strategies (strategic, dynamic, tactical and core‑satellite) and may use long‑ and short‑term trades, fixed income and options where appropriate, with regular monitoring and at least annual reviews. In implementing portfolios it conducts due diligence on and ongoing monitoring of any sub‑advisers or third‑party managers and rebalances portfolios based on client objectives and market conditions. Compared with many peers, the firm discloses that it uses hypothetical performance, client testimonials and third‑party ratings in its advertising, practices that are relatively uncommon for supported firms. Its advisers are also registered representatives of a broker‑dealer and licensed insurance agents (able to earn commissions), the firm has received transition assistance from its custodian, and it offers some atypical planning work such as cost segregation and corporate‑structure advice—each disclosed as potential sources of conflicts of interest.

To learn more about the advisors currently working at Stewardship Wealth Management Solutions, 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
Boulos Michael	Huntington Beach, CA	24
Christy Moore	Huntington Beach, CA	1

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support