LIFE STEWARDSHIP ADVISORS

Overview

Life Stewardship Advisors is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients and small businesses. The firm combines financial planning and discretionary portfolio management with insurance brokerage capability, which it uses to place annuities and other insurance-based products alongside traditional investment portfolios. Its practice emphasizes equity exposure, relies on Charles Schwab for custody, and charges clients via a mix of a percentage of assets under management, hourly fees, and fixed fees. The adviser does not position itself as an active ESG investor and does not report being a multi-state or institutional pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices