Stewardship Investment Planning is a financial planning and wealth management firm that is breaking the mold of the traditional financial advisor role by connecting purpose with planning. When designing plans for you, we want to bring purpose, values, faith and your vision for your future into the equation. It's important to us that while you are making decisions and plans for your retirement and investments, that you live in confidence in those plans and daily peace of mind.
We have found our calling and our purpose and it's to assist and support you so you can ultimately look back and see that you've achieved the successful life you envisioned. Through real relationship and intentionality, we will work alongside you to create a plan that aligns with your faith, your passions, and your values, while providing you the resources to give you hope for a fulfilled and abundant future.
Stewardship Investment Planning was founded on biblical principles and values. As 1 Peter 4:10 says, "Each of you should use whatever gift you have received to serve others, as faithful stewards of God's grace in its various forms." For us, that means our brand, values, finances, work environment, and everything in between belongs to the purpose of God.
Integrity is our greatest priority because we want to achieve success for you by doing things the right way.
To be a fiduciary, meaning we act in your interest at all times. All Registered Investment Advisor representatives are required to do this by law, but our faith also calls us to this higher standard.
True connected relationship, as we want to get to know you and what you want to achieve in life and with your finances. Also so we can assist you in understanding your plans and investments as we work together to reach your goals.
We pursue excellence and accuracy, and will always give you 100% of our hearts and experience, especially when it comes to managing your plans and hard-earned money.
Diligence in every effort to provide the most favorable results for you and assisting you through every financial stage.
We believe that generosity is key, and we enjoy giving back to our community and our clients at every possible opportunity.
This communication is strictly intended for individuals residing in the states of AL, CA, FL, GA, NJ, PA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are offered through CES Insurance Agency.