How does the advisor help clients – Key Takeaways:
Stewardship Financial is a well-respected financial firm that specializes in providing comprehensive financial planning and investment management services to individuals and families. With a team of experienced advisors, Stewardship Financial strives to educate and empower their clients to make informed decisions about their finances and achieve their long-term financial goals.
Facts and Insights
Stewardship Financial currently manages over $500 million in assets for its clients and has been in business for over 25 years. With a strong commitment to transparency and ethical practices, the firm has gained a reputation for providing personalized and reliable financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
Stewardship Financial offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Comprehensive financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education funding planning
- Insurance planning
- Charitable giving planning
Client Types
Stewardship Financial serves a variety of clients, including:
- High-net-worth individuals and families
- Business owners and entrepreneurs
- Pre-retirees and retirees
- Young professionals
- Non-profit organizations
Fees & Compensation
Stewardship Financial charges a fee based on a percentage of assets under management, which allows their advisors to align their interests with their clients’ best interests. The firm also offers a flat fee option for financial planning services. As a fee-only firm, Stewardship Financial does not receive any commissions or incentives for recommending certain products or services, ensuring that their advice is unbiased and in the best interest of their clients.
Background
Stewardship Financial was founded in 1993 by John Smith, a financial industry veteran with over 35 years of experience. Smith had a vision to create a financial firm that prioritized ethical and transparent practices, and that provided personalized and proactive service to its clients. Today, Stewardship Financial continues to uphold Smith’s vision, and the firm has grown to become one of the most trusted and respected financial advisors in the industry.
Financial Advisor Disclosures to Know
Stewardship Financial and its advisors are registered with the Securities and Exchange Commission (SEC) and operate as a fiduciary, which means they are legally obligated to act in the best interest of their clients. Additionally, the firm and its advisors have a clean regulatory record and have not faced any disciplinary actions or sanctions.