The Stewardship Solution

The Stewardship Solution provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, delivering both discretionary and non‑discretionary managed accounts as well as written financial plans. The firm accepts clients across a range of account sizes and does not maintain a firmwide account minimum.

The firm tailors portfolios to client objectives and risk tolerance using a mix of asset‑allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies, and it also makes use of market‑timing signals obtained from a third‑party resource. It implements managed accounts through third‑party platforms, recommends specific custodians (including Goldman Sachs and Altruist), and charges asset‑based advisory fees.

Distinctive features include operating from multiple offices while remaining a single‑advisor practice and recent organizational changes, including redomestication and conversion from a sole proprietorship to an LLC. The firm disclosed a February 24, 2026 consent order resolving regulatory deficiencies (missing client records, failure to deliver brochures, and an inaccurate Form ADV), and it notes potential conflicts of interest such as fee‑sharing arrangements with third‑party advisers and the advisor’s separate activities as a licensed insurance agent.