Stewardship Financial

Financial Plans and Investment Management

With Wisdom and Love

Schedule An Appointment
WATCH VIDEO
Receive Wise Guidance Icon

RECEIVE WISE
GUIDANCE

Receive Wise Guidance Icon
RECEIVE WISE GUIDANCE
Achieve Your Goals Icon

ACHIEVE YOUR
GOALS

Achieve Your Goals Icon
ACHIEVE YOUR GOALS
Build Wealth and Give Generously Icon
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.

Schedule An Appointment

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

Meet In Comfort Icon

Meet In Comfort

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

Receive Wise Advice Icon

Receive Wise Advice

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

Experience Peace Icon

Experience Peace

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

Schedule An Appointment

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.

WATCH VIDEO

Your Financial Advisors

Jeremy Sharp, ChFC®
Jeremy Sharp, ChFC®Financial Advisor | Co-Founder
Jake Norton
Jake NortonFinancial Advisor | Co-Founder
Stewardship Financial - Christian Wealth Management Logo
Schedule An Appointment

INVESTMENT MANAGEMENT

0.90% to 0.75%

Our fee is a percentage of the assets we manage. The fee we charge is dependent upon your investment account balance.

$1 to $999,999 balance = 0.90% fee
$1,000,000 to $2,499,999 balance = 0.85% fee
$2,500,000 to $4,999,999 balance = 0.80% fee
$5,000,000 and above balance = 0.75% fee

HOW IT’S PAID:

No need to cut a check manually. It’s automatic. A quarter of our annualized fee is paid to us from your assets at the beginning of each quarter.

We don’t get paid commissions based on the stocks or investments sold to you. Instead we give you sensible advice with your best interest at heart.

FINANCIAL PLAN

$500 to $3000

The fee for a Financial Plan varies dependent upong the complexity of your financial situation.

Factors that can add complexity are:
Higher Household Income
Larger asset or debt balances
The average fee is typically around $1500

HOW IT’S PAID:

This fee is paid through an electronic  invoice that we e-mail to you. It is a one time cost that can be paid by check, debit card or credit card.

The Financial Plans typically cover a roadmap that covers your current financial situation. Most renew these plans on annual basis to ensure it’s up to date.