Stewardship Financial

Financial Plans and Investment Management

With Wisdom and Love

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RECEIVE WISE
GUIDANCE

Receive Wise Guidance Icon
RECEIVE WISE GUIDANCE
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ACHIEVE YOUR
GOALS

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ACHIEVE YOUR GOALS
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BUILD WEALTH &
GIVE GENEROUSLY
Build Wealth and Give Generously Icon
BUILD WEALTH & GIVE GENEROUSLY

Do you want confidence about your financial future?

We help you acheive confidence in two ways.

1. INVESTMENT MANAGEMENT

  • Start a new general investment account or qualified account like an IRA, 401(k), 529, and more.

  • Roll over existing investment accounts from previous employers that are just sitting there.

  • Move investments that are currently being managed by a different Advisor or institution.

2. FINANCIAL PLANS

  • We will create a plan to to give you confidence about your finances to and through retirement.

  • We will find any holes in your financial picture and give practical steps to maximize efficiency.

  • You will be able to choose work place benefits and execute debt repayment with intelligence.

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These services are executed by professional Advisors with a relational approach:

Tailored for your comfort and financial well being.

  • Does choosing investments cause you anxiety?

  • Have you been sold bad investments?

  • Do you trust your current advisor?

INVESTMENT
MANAGEMENT

  • Are you unsure about meeting financial goals?

  • Do you feel uneasy about your retirement?

  • Are you following a plan that meets your needs?

FINANCIAL
PLANNING

We give you Guidance, Confidence, and Control.

HERE’S HOW YOU DO IT

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Meet In Comfort

Come to our relaxed office, talk over the phone, or connect via video to discuss your needs.

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Receive Wise Advice

Hear a personal solution from a fiduciary Financial Advisor that can be executed together.

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Experience Peace

Live a life where your personal finances enhance life for you and your loved ones.

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The initial meeting is always free. We are excited about any opportunity to build a relationship and gain an understanding of how we can best serve you.

WHAT MAKE’S STEWARDSHIP SO DIFFERENT?

Fiduciaries. Not Salesmen.

Legally, we are only able to act in our customers best interest in financial planning and investments. No sales. No Pressure.

Sensible Guidance.

We communicate in simple terms as we work together to remove financial uncertainty and gain financial confidence.

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Your Financial Advisors

Jeremy Sharp, ChFC®
Jeremy Sharp, ChFC®Financial Advisor | Co-Founder
Jake Norton
Jake NortonFinancial Advisor | Co-Founder
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