Financial Planning 2018-10-26T19:36:09+00:00

Stewardship Financial

Financial Advisors Putting Your Needs First

Practical Plans | Quality Investments | Wise Advice

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Meet In Comfort

Come to our relaxed office, talk over the phone, or connect via video to discuss your needs.

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Receive Wise Advice

Hear a personal solution from a fiduciary Financial Advisor that can be executed together.

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Choose Stewardship

Allow us to genuinely put your needs first through a wise plan and quality investments. .

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Experience Peace

Live a life where your personal finances enhance life for you and your loved ones.

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  • Are you unsure about meeting financial goals?
  • Do you feel uneasy about your retirement?
  • Have you been sold bad investments?
  • Are you following a plan that meets your needs?
  • Does choosing investments cause anxiety?
  • Do you trust your current advisor?

We give you Guidance, Confidence, and Control

Fiduciaries.
Not Salesmen.

Legally, we are only able to act in our customers best interest in financial planning and investments. No sales. No Pressure.

Sensible Guidance.

We communicate in simple terms as we work together to remove financial uncertainty and gain financial confidence.

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Your Financial Advisors

Jeremy Sharp
Jeremy SharpFinancial Advisor | Co-Founder
Jake Norton
Jake NortonFinancial Advisor | Co-Founder
Kyle Holehouse
Kyle HolehouseFinancial Advisor | Colorado Division