Stewardship Advisors

Where Financial Guidance Meets Life Planning

At Stewardship Advisors, we stand apart from the traditional financial planning model. We believe in a holistic approach that considers every aspect of your life - your dreams, aspirations, and the intricate tapestry of your journey. We are your trusted guides, walking alongside you as you navigate the complexities of your financial life.

1. Financial Life Planning

We guide you in creating a comprehensive plan to attain your financial goals. This includes wealth management, risk management, and crafting an investment strategy tailored to your individual needs.

2. Retirement Income Planning

Secure your future by planning for your post-career life. We help you explore options for maximizing your retirement accounts, estimating your withdrawals, and ensuring a comfortable and sustainable income during retirement.

3. Estate Planning

Protect your legacy and streamline the transition of your wealth. We will work with you to establish a solid estate plan, including wills, trusts, and power of attorney, ensuring your wishes are respected and your loved ones are provided for.

4. Creative Charitable Giving

Maximize the impact of your charitable contributions by optimizing your giving strategy. We can help you leverage your existing donations to create a lasting legacy.

Our Approach

Our process begins with a deep understanding of your unique story. We listen intently to your goals, concerns, and aspirations. From there, we collaborate with you to develop a customized plan with clear, actionable steps.

Walking With You

We believe in a collaborative, ongoing relationship with our clients. We regularly review and adjust your plan to ensure it remains relevant and effective throughout your life stages. We are committed to transparency and open communication, ensuring you feel empowered and in control of your financial future.

Meet Our Team

Our experienced team of fee-only financial advisors brings diverse expertise and passion to every client engagement. Led by W. Lee Shertzer, CFP, CLU, ChFC, we are dedicated to providing personalized guidance and fostering trusting relationships.