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    Our Services

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    Our Services

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    Our Services

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    Our Services

Charitable Giving

Many of our clients have been blessed with the ability to make an impact on the world through the use of their wealth. At Stewardship Advisors, we help to ensure that your philanthropic giving has its fullest impact.

Our team provides comprehensive philanthropic support by helping clients to:

  • Identify and create charitable giving goals and objectives.
  • Pinpoint charities that match your values.
  • Evaluate organizations’ effectiveness and financial management.

We also support family foundations, helping to ensure that they satisfy your goals now and through future generations. Our services include:

  • Designing an investment policy statement that aligns your foundation’s investment approach with its mission.
  • Screening investments to ensure that they meet your values.
  • Educating family members and facilitating their participation.

Stewardship Advisors’s estate and legacy planning provides independent, trustworthy guidance that helps our clients to make the maximum impact in the areas they care about—in their lifetime and beyond.


Stewards of  your finances

Stewards of your finances

We believe that as stewards of others’ finances, the best way we can serve is to walk beside our clients on important decisions throughout their lives.

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Let's Talk

To schedule your “Fit Meeting”.

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