Stewardship Financial Planning

Overview

Stewardship Financial Planning is an independent, SEC-registered advisory firm formed in 2023 and owned by an individual. The firm focuses on serving individual and family clients, with advisory activities centered on financial planning and portfolio management for individuals and small businesses. Its fee model emphasizes non-asset-based billing — hourly charges and fixed fees — which aligns with a planning-first practice rather than a traditional AUM-driven model. Stewardship does not describe itself as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives