Stewardship Investment Planning

Stewardship Investment Planning

Stewardship Investment Planning was founded in 2015 and is headquartered in Hoover, Alabama, a suburb of Birmingham. The firm explicitly anchors its advisory philosophy in Biblical principles, citing 1 Peter 4:10 as its guiding framework. It structures client engagements around a vision-driven planning process that integrates personal goals with conservative wealth strategies. The firm organizes its services across five core pillars: values-based investment management, insurance (long-term care, life, and disability), cash flow and income planning, business optimization for entrepreneurs and CEOs, and family estate, transition, and legacy planning. It provides consolidated reporting to streamline oversight across accounts. Stewardship Investment Planning does not operate as a standalone RIA or broker-dealer; its advisors conduct securities and advisory business through Commonwealth Financial Network, a registered investment adviser and FINRA member broker-dealer. The firm serves clients primarily in the US, with a geographic focus on the Birmingham-Hoover metropolitan area. It discloses no AUM, team headcount, or deployment figures. The contact page lists a single office location with business hours ending at 4:00 p.m. on Fridays. No recent operational events such as acquisitions, leadership changes, or new fund launches are publicly available. Stewardship Investment Planning's structural differentiator is its deliberate positioning at the intersection of financial planning and faith-based advisory services. Its website does not frame itself as a multi-family office in the institutional sense but offers family office services to entrepreneurs. The firm's RIA relationship through Commonwealth introduces an operational separation between advisory services and fixed insurance product sales, creating a dual regulatory posture that is common among independent advisors but distinguishes it from single-family offices managing proprietary capital.