How do you measure your life’s success?

  • Net Worth 33%
  • Faithfulness 24%
  • Volunteerism 38%
  • Generosity 15%
“Moreover, it is required of stewards that they be found faithful.” quoted from Paul’s writing in 1 Corinthians 4:2, ESV.

Stewardly (styoo-erd-lee)

Simply defined, conduct exhibiting the character of a steward.  A contemporary word (eh, not so much).  An ancient but applicable concept in household financial management with a modern twist?  Absolutely.

At Stewardly, we believe ours is a dual role. We guide and advise, but we also humbly serve and follow your leading. We start by helping you uncover the “why”; the motivations, expectations and desired outcomes of life. Then we find the right strategy by creating a baseline plan and only after that can we prescribe solutions to help you implement, monitor and review your ongoing plan.

If you are ready for an objective, unbiased, fiduciary, competent manager relationship for your household financial affairs, come inside and find out more about how we can serve you.

The Stewardly Why

Our motto is “the why raises our standard”. We believe that the highest standard for success with wealth is significance that comes through faithful management of every resource.  This is a metric that transcends mere accumulation to meet needs today and leave a legacy when you are gone from this world.  Much more than that, we subscribe to the idea that how one uses temporal wealth, has actual eternal consequences and rewards.  And that is the “why” that matters most and is often overlooked in most approaches to financial planning.

We also believe wealth is more than your ability to earn and store money and that everyone will one day be held accountable for how he/she manages, or stewards, all of his/her collective wealth; time, abilities and financial resources. This is true whether you believe you have much or little.  It is our greatest desire for you to live at the highest standard of a “good and faithful” steward.

Leadership

“I knew that I had a passion to help people in the area of personal financial planning.” says John R Burch, President and Founder of Stewardly, Inc.

Stewardly Financial Advisors is about a new and healthier way for consumers to engage the financial services industry. ” The simple mission of our firm is to help clients plan for significance“.  Our approach considers a broader assessment of wealth planning than typical focal points of return, allocation, diversification, and liquidity.  These are all good things but we consider these only part of proper planning and not the ultimate goal in and of themselves.

“We want to encourage our clients to go deeper in conversations than how. We even want to push the conversation away from the who (us) and the what (numbers).  One of our core beliefs is that financial, and for that matter all of our resources, are given to us to steward by God and for a specific purpose so we must begin with the why.”

John is a husband and father, dedicated follower of Christ, a passionate teacher of children and youth, and enthusiastic servant of his clients.  Having gained valuable past experience in multiple fields such as property and casualty insurance, real estate appraisal, and commercial and retail banking help him to serve his clients from a multi-dimensional perspective.  Perhaps his greatest training to help clients think with a long term perspective is his undergraduate training and early career in forest management.  “Valuable forests don’t grow overnight, nor without the proper attention to detail and neither do successful and significant wealth strategies.  It takes time, diligence and faith to reach the desired outcomes for both of these endeavors”. As a Certified Financial Planner™ practitioner, regular renewal and updating of his industry knowledge is critical to planning for clients.  Equally important is the ongoing integration of biblical wisdom to his craft through his regular involvement with Kingdom Advisors, the organization that certifies his Qualified Kingdom Advisor™ designation.

John has served clients since 1999 in the financial services industry but shares, “I’ve never been as excited as I am now with the introduction of Stewardly and the planning concepts we bring to the market.  I believe our client engagements will set a new standard for leadership and client service in years to come.”


Our First Meeting Together

Our first meeting is about getting acquainted.  Through our proprietary discovery process, you help us understand your challenges and desired outcomes in life.  You also tell us about the resources that are available to work toward these outcomes.  From this meeting, we provide a customized proposal of services specifically based on your needs with a clear outline of how our services will be compensated, should you choose to engage our services.  Please contact us today to schedule your personal discovery meeting.

If the iron is blunt, and one does not sharpen the edge, he must use more strength, but wisdom helps one to succeed.

STEWARDLY FINANCIAL ADVISORS WEBSITE “LEGAL DISCLOSURE”

Stewardly Financial Advisors d/b/a Camelot Advisors LLC (“Stewardly”) is located in Alabama. Stewardly and its representatives are in compliance with the current registration requirements of the United States Securities and Exchange Commission and those states in which Stewardly maintains clients. Registration as an investment adviser is not indicative of any level of skill or training. Stewardly’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the Stewardly website on the internet should not be construed by any consumer and/or prospective client as Stewardly’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Stewardly with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stewardly’s current written disclosure statements discussing Stewardly’s business operations, services, and fees is available from Stewardly upon request. Stewardly does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Stewardly’s website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Stewardly) or product made reference to directly or indirectly by Stewardly in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of Stewardly’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stewardly’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stewardly, or from any other investment professional. Stewardly is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to Stewardly’s website, to release and hold harmless Stewardly, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stewardly.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Stewardly’s website, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Stewardly, or from any other investment professional.

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