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Stewardship Financial Management
We are an independent financial services firm created to provide access to traditional asset management and strategic planning to individuals, charitable and family trusts, and retirees. The focus at Stewardship Financial Management is creating tailored strategies that will build and help protect client wealth.
We are dedicated to a collaborative approach to wealth management and financial planning.
Stewardship Financial is founded on the belief that independent, competent, and professional financial advice can enrich the lives of people from all walks and stages of life. Every day we have the privilege of helping people achieve their most important goals and dreams.
Our clients are individuals, families, and business owners. Some clients are building wealth in order to achieve their life goals, while others seek to preserve or share the rewards of a lifetime of hard work and dedication to their careers, families, and causes.
While each client has different life goals, all share three common objectives:
- To be guided by a financial plan
- To remain in control of their money
- To have access to a trusted source of unbiased advice
Discover what’s important about money to you.
We strive every day—on every level of our business—to achieve a higher standard. It is not only the caliber of service or nonproprietary products that set us apart from our competitors. At Stewardship Financial, we believe our point of distinction and our strength is our heart. We invite you to learn more about us and how we help clients become better organized, confident, and in control of their finances.
"He is no fool who gives up what he cannot keep in order to gain what he cannot lose." —Jim Elliot
*FiveStar Award: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,678 Seattle wealth managers were considered for the award; 412 (25 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.