The Firm

Stewardship Financial Management, Inc., is an independent financial services firm created to provide access to asset management and planning services to individuals, charitable and family trusts, and retirees. Stewardship Financial combines client-focused service, the hallmark of investment counsel firms in an earlier age, with time-tested theories of portfolio construction, asset allocation, and diversification.

Stewardship Financial and our broker/dealer, Commonwealth Financial Network®, are free from the pressures inherent in larger organizations. Our size and friendly culture, coupled with the spirit, compassion, and character of our organizations, stand in sharp contrast to much of Wall Street and the financial services industry. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, distinguishes us in a crowded field.

Broker/Dealer Relationship and Support Services

Our relationship with Commonwealth Financial Network, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support, including:

  • Cashiering
  • Trading and order processing
  • Confirmations and statements
  • Operational and licensing support
  • Legal and compliance support
  • Tax documents
  • Technical systems
  • Business continuity

For more information on our broker/dealer, please see the link under ABOUT US - Our Broker/Dealer