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.
Faith-based wealth management: Certified Kingdom Advisors™
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.
Team Coverage: Certified Financial Planners™
At Steward Wealth Strategies our mission relies not on a single individual, but on the combined talents of our entire team. Our team includes four Certified Financial Planners™ 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.
RamseyTrusted SmartVestor Pros
The Steward Wealth Strategies team includes three RamseyTrusted 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.