Together, We Grow
Our Roots Run Deep.
We’re rooted in clarity.
We believe that financial planning is essential to achieving your goals for the future, but we also believe that it doesn’t have to be complicated or intimidating. Our clear approach helps to make the process comfortable for you and your family.
We’re rooted in relationships.
When you work with us, you’ll discover that we don’t think of ourselves just as financial advisors. Instead, we’re relationship builders who deeply value the strong and lasting connections we make with our clients. We’re passionate about serving our clients well, and our clients come first in everything we do.
We’re rooted in the community.
Stewardship Wealth is a second-generation business that serves multiple generations of families—not only to help protect and manage wealth, but to facilitate conversations about goals, values and philanthropy that make a difference for generations to come.
Decipher™ uses emotion recognition technology to uncover how you feel about money and provide useful insights for pursuing the opportunities that fit you best.
It will take about ten minutes to complete the Decipher assessment. In it, you’ll answer a few questions and watch a short video, and Decipher will capture your emotional responses and provide you with a personalized report. A copy of the report will automatically be sent to us as well.
We look forward to serving you!
Learn more about our process.
Access client resources.
PUBLIC AWARENESS CAMPAIGN
CFP Board is in the midst of a multi-year public awareness campaign to raise the awareness of CFP® certification, upholding it as the recognized standard of excellence for competent and ethical personal financial planning.