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How does the advisor help clients – Key Takeaways:
STEWARDSHIP FINANCIAL SERVICES, LLC is a reputable financial firm dedicated to providing expert financial advice and management services to their clients. This company has a team of seasoned financial experts who have the knowledge and experience to guide clients towards achieving their financial goals.
Facts and Insights
- Founded in 2001, STEWARDSHIP FINANCIAL SERVICES, LLC has over 20 years of experience in the financial industry.
- The firm has consistently ranked in the top percentage of financial advisors, according to Barron’s top 1000 advisors list.
- They currently have over $2 billion dollar in assets under management and serve a wide range of clients, including high-net-worth individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 20+ | 20 years |
Financial Services Offered
STEWARDSHIP FINANCIAL SERVICES, LLC takes a holistic approach to financial planning, offering a wide range of services to meet their clients’ individual needs. These services include:
- Customized investment portfolio management
- Retirement planning and income strategies
- Estate planning and wealth transfer
- Tax planning and management
- Business succession planning
- Insurance analysis and risk management
Client Types
STEWARDSHIP FINANCIAL SERVICES, LLC works with a diverse group of clients, including:
- High-net-worth individuals and families
- Business owners and executives
- Retirees
- Charitable organizations
- Trusts and estates
Fees & Compensation
STEWARDSHIP FINANCIAL SERVICES, LLC operates on a fee-only basis, meaning they do not earn commissions or receive financial incentives for selling specific products or services. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’ goals.
Background
The team at STEWARDSHIP FINANCIAL SERVICES, LLC is made up of experienced and educated professionals. Many of them hold advanced degrees and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
STEWARDSHIP FINANCIAL SERVICES, LLC holds their advisors to a high standard of integrity and transparency. As such, they fully disclose any potential conflicts of interest or disciplinary actions taken against their advisors. They also have a fiduciary duty to act in their clients’ best interests, putting their needs above their own.