STEWARDSHIP FINANCIAL

Overview

Stewardship Financial operates as an independent RIA organized as a limited liability company and is positioned to advise individual and family clients. The firm’s advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, manager selection, and educational seminars and workshops. Compensation comes through both a percentage-of-AUM model and fixed fees. The firm identifies itself as a capital allocator, meaning it sources and places client capital with third‑party managers in addition to managing or recommending in‑house strategies. Stewardship Financial does not present itself as an active ESG investor and appears to operate from a single-state footprint rather than as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives