Steward Wealth Strategies is a faith-based wealth management firm dedicated to helping our clients get the most life and purpose out of their wealth.
Established in 2008, Steward Wealth Strategies is the longest-serving Dave Ramsey affiliate in the N.C. Triangle and has guided thousands of families to stop worrying and start living. With over 60 years of collective advising experience, our team is dedicated to working with you to design a Purpose Driven Plan that will preserve your financial future while keeping true to the Christian ideal of generosity.
What Makes Us Different?
Biblically-Based Financial Advice
All of our Wealth Managers have earned their Certified Kingdom Advisor™ designation.
A Certified Kingdom Advisor™ is a disciple of Christ who has committed to be a person of character who, from a faith standpoint, serves clients with biblical financial advice to properly steward the resources entrusted to them by God.