The Stewardship Trust Advisor team has a combined 90+ years offering investment planning advice and as a combined team hold the following certifications: CFP®, CIMA®, AIFA®, AIF®, CKA®, CEPA®, CRCP®, AWMA®.
History: Prior to STA, our team has worked for insurance companies, brokerage firms, banks and have been small business owners.
Diversification: We can help you if you are seeking a financial plan, income or growth portfolios, asset allocation models or as a 3(21) or 3(38) for your retirement plan.
Clients: Our clients consist of individuals, families, trusts, foundations, businesses and corporate retirement plans.