Genuinely caring about people by loving and serving them in their finances.

Your Money. Well Rooted.

Our Core Services

MORTGAGES

Clear and transparent
guidance for big decisions

Learn more!

INSURANCE

Protection on your assets
from the unexpected

Learn more!

FINANCIAL PLANNING

Partnered planning to protect
your income and legacy

Learn more!

INVESTMENT MANAGEMENT

Building wealth for a
prosperous financial future

Learn more!

Grant Botma, Founder of Stewardship Insurance, is a Dave Ramsey Endorsed Local Provider (ELP) and Jeremy Sharp, Co-Founder of Stewardship Financial, is a SmartVestor Pro.

We’re Here To Serve You

Call | Text | Fax @ 602-384-2604
home@moneywellrooted.com
1094 S. Gilbert Rd. #210, Gilbert, AZ 85296

Who is Stewardship?

What is a Registered Investment Advisor?

Stewardship Financial’s goal is to help our customers reach their financial objectives and build wealth. We do this by offering financial guidance. When starting Stewardship Financial, we considered which business model would be most effective in accomplishing this....
Read More

Do I Need to Purchase Insurance When Renting a Car?

This is one of the most common questions we get as insurance professionals. Most assume they need to purchase additional insurance from a rental car company. However, this is not a necessity depending on your current coverage limits. Your auto insurance travels with...
Read More

When Should I Hire a Financial Planner?

A financial planner is someone who provides clear, unbiased advice on your financial situation, offering guidance to help build wealth effectively. Hiring a financial planner is not usually on people’s mind. Often, people assume only those with a high income or great...
Read More

How Does Medical Bill Sharing Work?

The sharing economy has transformed how people do business. Companies like Uber, Lending Club, and Airbnb have allowed individuals to bypass normal routes (taxis, banks, hotels) and more efficiently share resources with others. In the healthcare industry, medical bill...
Read More

Can I Get a Mortgage If I’m Self-Employed?

As the founder of Stewardship, I am self-employed. As a result, I obtained my current mortgage while being self-employed. Furthermore, our office has had the honor of helping countless other self-employed Arizona residents obtain their own mortgage. Though the...
Read More