Financial Services
for Every Stage of Life

Too often, investment and retirement planning are viewed as a one-size-fits-all plan. Simply input how much you make, when you want to retire, and out pops investment advice. That might be great for a robo-advisor, but if you are like most of our clients, you are looking for something more.

Custom Financial Planning for Your Goals, Dreams, and Life Situation

At Stewardship Advisors, we start any financial planning meeting with where you currently are and where you want to be in the future, discussing the things that really matter: your possibilities, goals, dreams, and plans. By focusing on the why, we can create a custom financial plan that measures success not by the highs and lows of the stock market, but rather by how soon you can achieve your goals.

Are You Ready for Life’s Transitions?

Did you know there are 52 different life stages and events that can affect your financial planning? Some life transitions – like starting your own business, sending kids to college, or retirement – you can know and plan for years before they happen; other life transitions – like death, loss of a job, or end of a relationship – are unexpected. Yet all of these can drastically impact your short- and long-term financial planning. Each year, we send our clients a life transition survey. With this tool, we can keep track of how your plans may change based on the expected and unexpected events in life.

Holistic Financial Planning Services

Our advisors help clients achieve their personal & family goals through these financial services.

Financial Life Planning

Wealth management, risk management, and investment strategy for your stage of life.

Saving for the Future

Planning and preparing for your major life goals like retirement.

Planning Your Legacy

Responsible estate planning so you can have a memorable impact on your family and cherished causes.

Creative Charitable Giving

Leverage the charitable giving you are already doing for maximum impact, and strategizing how you may do even more.

The Benefit of Working with a Fee-Only Fiduciary

As a fee-only fiduciary, Stewardship Advisors works differently than other financial advising firms. We have the responsibility to make plans and recommendations with your best interest in mind. It's your money, not ours. We are here to help you be the most intentional manager of your blessings as you can be.

Are we a good fit for you? Let’s find out together.

We know that successful advisor/client relationships are based on trust, accountability, and shared vision. Those things can be hard to completely measure by reading words on a screen, but we can get a better feel for each other during an initial phone call. During this 15-minute call, we will ask some questions about your current financial situation, your initial goals, and answer any questions you have.

Contact us to schedule your 15-minute call today.