A complete list of active advisors currently associated with Wise Stewardship Financial Planning, LLC
Warmer can help you find a great advisor at Wise Stewardship Financial Planning, LLC or one who fits your needs even better.
Wise Stewardship Financial Planning serves individuals and families, closely held business owners, and not‑for‑profit organizations, providing discretionary investment management alongside a range of financial planning services including retirement, cash‑flow, insurance, tax‑aware planning, and estate‑planning coordination. The firm manages roughly $27.4 million for about 36 client relationships and offers flexible engagement models—one‑time, hourly, fixed‑fee, and ongoing retainer arrangements—with occasional pro‑bono planning work and no stated account minimums. The firm’s investment process emphasizes fundamental analysis of individual securities and an asset‑allocation driven approach that targets exposures across size, value, and profitability factors, implemented primarily through broadly diversified, low‑cost funds with disciplined rebalancing and attention to tax efficiency. As part of comprehensive planning, the firm may also evaluate annuity or hybrid long‑term care products for clients, but it does not sell these products or receive commissions from insurance issuers. Notable distinctions include operating as a solo practitioner, an organizational structure that is relatively uncommon among firms in this category, and an explicit integration of third‑party estate document services and referral‑based tax preparation into its planning offerings. The firm’s principal holds a disclosed minority partnership in a tax preparation business and maintains outside consulting activities; these relationships and the use of third‑party platforms (including a variable annuity advisory platform) are described in the brochure and may influence how certain planning services are coordinated for clients.
To learn more about the advisors currently working at Wise Stewardship Financial Planning, LLC, 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 |
|---|---|---|
Sarasota, FL
| 7
|
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