Your Investments Managed With Wisdom & Love

Convenient Online Experience | Easy Goal Creation | Confidently Build Wealth

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If you’re a responsible adult doing your best to build wealth, then you probably already know that you need to consistently put money into mutual funds.

So we will spare you the spiel.

No need to convince you to invest.

After all, you probably already know that you need to be consistently saving in a diversified investment portfolio.  This is key to various life enjoyments for you and your family’s future.

You have likely heard that we cannot depend on social security income to provide for us in retirement. The reality is social security income covers less than 33% of income needs (Source: Social Security Administration).

This is why we have made it easy for you to open an investment account and conveniently start the process online. And, with a few simple clicks, you can even roll over old employer plans that are just sitting there.

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This is a convenient investing experience connected to your financial goals.

Now you can be confident about your financial future.

Do you want more from your wealth building journey?

  • Are you able to confidently and easily start investing online?

  • Are your investments and goals connected in one platform?

  • Do you want an advisor so you can focus on your family & career?

  • Are you able to confidently and easily start investing online?

  • Are your investments and goals connected in one platform?

  • Do you want an advisor so you can focus on your family & career?

WHAT YOU GET

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This is more than planning for your retirement.

This is saving goals and wise advice that integrates with the bigger picture.

  • Saving for retirement

  • Saving for a home

  • Saving for a car

  • Plan for experiences & vacations

  • Education funds for children

  • Link your 401(k) plan from work

  • Link your existing investment accounts

  • Integrated checking and savings accounts

Do all of this and more with extreme confidence knowing that your finances are working together.

HERE’S HOW YOU CAN DO IT

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Open An Account

Conveniently done online through any web browser or mobile device.

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Create Goals

Add funds to the account and create goals through a streamlined process.

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Experience Peace

Enjoy ongoing notifications, education, and wise advice to ensure you are on track.

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What makes investing with us so different?

At Stewardship we know that you want to be confident about your finances so you can enjoy your life. In order to do that, you need your investments handled wisely by a loving and trusted Advisor. The problem is most people don’t have an investment platform that is connected to their financial goals. That leaves you feeling uneasy because you don’t know what to do to create your preferred financial future.

We believe that everyone should have access to an investment platform that is easy to use, connected with their goals, and not only helps meet retirement goals but helps meet other life financial goals.

This is why we merged a customer experience that is technologically convenient with sound investment management philosophy. Now you can conveniently invest with confidence.

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The Tools That Make It Happen

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A wise Advisor to help you succeed so you can focus on the things that matter. Stewardship is your fiduciary, your advisor, and your point of contact. We use the following tools to help you thrive in your investments and help you meet your financial goals.

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Betterment is the award winning technology platform that we use to give you the best customer experience possible. This is where you open your account, and see your investments and financial goals – all managed by Stewardship Financial.

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Within Betterment, we manage your investments using Dimensional Funds. Their funds have an academic invesetment approach that is sound and consistent – this takes the guess work out of investing. That is why their funds outperform industry benchmarks by 85%.

Stewardship Financial is your Advisor. Incorporating Betterment and Dimensional Funds ensures your experience and investments are being managed with wisdom and love.

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