STEWARDLY ADVISORS

Impact focused planning: The Why raises our standard.

The Stewardly Why

Our motto is "the why raises our standard". We believe that the highest standard for success in life is 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.

About Our Firm

 

Professional Team

CFP®, CKA®, CPFA

 

Fiduciary

Obligation to Clients’ Best Interest

 

Fee Based

Financial Planning & Investment Management

 

 What We Offer:

You wouldn't have gotten where you are without being able to do 2 things well: ask good questions and use the answers to further your growth.  At EverSource, we think this a crucial part of building the right plan for you.  We get to know you well enough to help you articulate your goals, understand feasible and reasonable options, align your values with your financial goals and direct energy in the right places.

Investment Planning and Management for individuals and small businesses.

Cash flow planning & management

Charitable Gifting Strategies to maximize impact and manage tax effects.

Advanced Asset Distribution and Case Plan Designs

Trust and Special Needs Planning for unique family situations

Estate & Long Term Care Plan Design

Small Business Owner Planning.

Family Office

What We Offer

Financial Life Planning

  • Clarify life goals and design customized financial plan

  • Identify and mitigate risks to your financial life plan

  • Ensure loved ones and important causes are cared for

  • Upon request, provide Biblically-based financial advice and counsel

Values-Based Investing

  • Provide vetted, evidence-based investment solutions

  • Align your investments to support your goals and reflect your values

  • Gain access to select, private market investments

Family Office Services

  • Round table collaboration with your tax, legal, and risk professionals

  • Thorough accounting and tracking of full financial situation

  • Multi-generational wealth management services

 

 How The Process Works

1 | DISCOVER

Discovery of technical and non-technical aspects of your planning to include what you value most in life.

2 | DESIGN

Create a written plan and partner with you to execute the strategies you adopt.

3 | DELIVER

Maintain a relationship of accessibility and accountability to achieve your defined outcomes.

CALL 205.790.6920

How The Process Works

1 | Discovery Meeting

We meet with you to clarify your life goals, family dynamics, and concerns, and then collect all relevant financial information.

 

2 | Personalized Analysis

Let us report back to you the specific areas in which we believe we can add value in your situation.

 

3 | Client Agreement

Sign our client agreement and take full advantage of our holistic wealth management experience.