Stewardship Capital Team

Why We Are Different

  • Award-winning local investment advisory firm
  • Our work is grounded in our faith, strong values and fiduciary principles
  • As an independent and objective advisor, we work solely on your behalf
  • A passion for helping you achieve your goals and dreams
  • As a firm, we give back 10% of fees to local nonprofits

Who We Are

Stewardship Capital is a Registered Investment Advisor Firm that focuses on building lasting relationships to help clients achieve their goals in life. We offer a variety of wealth management solutions including personalized consultation, retirement planning, employee retirement programs, investment strategies, and insurance products.

Located in Independence, Missouri since 1997, we are independent and, locally owned. Stewardship Capital and our team have received multiple awards and recognition in the financial services industry and the community.

We work to develop financial planning and investment solutions that meet your individual situation – whether it’s planning for your child’s education or building a nest egg. So, you can rest easy at night.

A Positive Experience is Our Top Priority

From the moment you walk through our door, we want you to have a positive experience. We focus on getting to know you and your priorities. Together, we will develop a customized financial plan that’s just right for you and your family. We meet with you regularly to assess progress – but not waste your time. Based on your feedback, we make adjustments and remain focused. Clear and simple.

At A Glance

  • Founded in 1997
  • Headquartered in Independence, Missouri
  • Manage over $75 million in assets
  • 35 combined years’ experience in wealth management and financial services
  • 2016 Business of the Year (Independence Chamber of Commerce)
  • 2015 Philanthropic Business of the Year (Independence Economic Development Council)