We Are a faith-based wealth management firm dedicated to helping our clients get the most life and purpose out of their wealth
Established in 2008, we are the longest-serving Ramsey SmartVestor Pro affiliate in the Triangle and have 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?
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Faith Based | CKA™
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Team Approach
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Ramsey SmartVestor Pros
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.

6 CFP® Professionals & a Dedicated Support Team
At Steward Wealth Strategies our mission relies not on a single individual, but on the combined talents of our entire team. Our team includes six CERTIFIED FINANCIAL PLANNER® professionals and a dedicated staff of Client Services Associates that work together to provide the highest level of customer service for our clients. The CFP® Certification is the recognized standard of excellence in personal financial planning.

Following Dave Ramsey's Philosophy
The Steward Wealth Strategies team includes three Ramsey SmartVestor Pros — investment professionals that have been vetted by Dave's team based on his or her integrity, professionalism, and experience. Our approach embodies Dave Ramsey’s financial principles: how to both ‘live and give’ financially, emotionally, and spiritually. They also agree to adhere to the SmartVestor Pro Code of Conduct

Steward Wealth SmartVestor Pros with Dave Ramsey and George Kamel at Ramsey Solutions in Brentwood, TN
Start Working With Us Today!

Contact Us
Monday - Friday, 8 am - 5 pm
Phone: (919) 803-0035
Fax: (919) 803-2167
[email protected]
Raleigh Office
343 E Six Forks Rd, Suite 100, Raleigh, NC, 27609
Charlotte Office
15720 Brixham Hill Ave, Suite 300, Charlotte, NC, 28277
Check the background of your financial professional on FINRA’s BrokerCheck
Securities, insurance, and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC. Additional advisory services offered through Steward Wealth Strategies. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As a SmartVestor Pro, I’m proud to be RamseyTrusted. That means I consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how. It’s a symbol that proves I’ve earned Ramsey’s trust by being missional, coachable and reliable. And speaking of trust—you should understand that I pay to promote my services as a SmartVestor Pro to receive clients. Dave Ramsey and the Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth and is not sponsored or endorsed by Osaic Wealth.
The Osaic Wealth Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NJ, NM, NY, NC, OH, OK, PA, SC, TN, TX, VA, WA and WV.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Kingdom Advisors is a professional membership community that specializes in serving the investment needs of Christians. CKA® financial professionals incorporate biblical principles in the advice they give to their clients. The issuing organization is Kingdom Advisor, Inc.. Additional information is available at kingdomadvisors.com.
When you access any of the links or web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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