Let's talk about goals

Stewardship Financial Group is affiliated with Primerica and was created with a simple but powerful mission: to align your investments with your personal values and beliefs. As your advisor, I take my fiduciary responsibility seriously—I act in your best interest with full transparency. For me, doing what’s right means more than just seeking returns. It’s about making sure your money isn’t invested in companies or industries that go against your convictions. Too often, traditional mutual funds, index funds, or ETFs include so-called “sin stocks” that many clients would never knowingly choose to own. That never sat right with me. At Stewardship Financial Group, we listen closely to what matters most to you, then design portfolios that reflect your goals and your values. Because financial success should never come at the cost of compromising your beliefs.

We’re fee-based advisors, which means our advice is independent and focused entirely on you. We don’t push proprietary products or “one-size-fits-all” strategies—instead, we recommend what truly fits your needs. As fiduciary advisors, we’re legally and ethically committed to putting your best interests first (which is how we’d operate anyway, true stewardship).

Our managed account platform starts at $25,000, where we can provide access to select Separate Managed Account portfolios and Model Portfolios.The full capabilities of our platform really shine with accounts over $150,000, where clients have broader portfolio options and more flexibility. Once accounts reach $250,000 or more, we begin offering truly comprehensive financial planning to cover every aspect of your financial life. (Disclosure) Investments Adviser Representatives with Primerica Advisors offer financial planning services through Advicent’s Naviplan. Any information provided by Advicent’s Naviplan is for informational and illustrative purposes only, and in no way should be construed as a specific product recommendation or endorsement by Primerica, Inc. or any of its affiliates or subsidiaries, including PFS Investments Inc. Advicent and Primerica are not affiliated companies.

Our Managed Account Program is built around three essential parts: the custodian, the asset managers, and your financial advisor-all brought together under one transparent wrap fee. Custodian - Your money is safely held with Pershing LLC, a leading global custodian. Asset Managers - We partner only with independent managers who meet strict criteria. Each one is carefully vetted through a due diligence process led by Primerica's Investment Committee and Fiducient Advisors, an independent consultant that provides unbiased oversight and reporting. Managers are continuously monitored quarterly and annually to ensure quality and consistency. Financial Advisor - This is where we come in. Your advisor takes the time to understand your needs, goals, and values. We then guide you through every step of the process, making sure your investments and overall plan stay aligned with your bigger financial picture. This structure combines professional investment management, independent oversight, and personalized guidance-so you can feel confident that your money is working to support the life you want.