Business Details
29 Years
experience
Your Trusted Financial Partner in Independence, MO
Stewardship Capital is a Registered Investment Advisor Firm dedicated to building lasting relationships to help clients achieve their financial goals. Since 1997, we have provided personalized wealth management solutions, including retirement planning, investment strategies, and insurance products, grounded in integrity and fiduciary responsibility. Our team combines decades of experience with a values-based approach, integrating biblical principles into financial advice for clients in the Christian faith.We prioritize active investment management to protect assets during market volatility, offering tailored solutions for individuals and businesses. Recognized for industry excellence and community service, we focus on simplifying financial lives to enable wise stewardship and instill confidence in our clients' futures.
Services
Investment Management
Retirement Planning
Insurance Solutions
Financial Planning
Employee Retirement Programs
Details
- Year established: 1997
Highlights and features
- We implement active investment management to protect assets during market downturns.
- Our team holds advanced certifications including CKA, CHFC, and CRPC designations.
- We prioritize fiduciary responsibility, acting solely in clients' best interests.
- Decades of experience serving individuals and businesses in the Kansas City area.
- Faith-integrated financial advice tailored to Christian clients' values.
Associations and certifications
- Registered Investment Advisor (RIA)
What people say
Personalized approach
Values-driven advice
Proactive management
Community involvement
Long-term relationships
Services
Investment Management
Our active investment management strategy adjusts portfolios based on market conditions to protect assets and optimize returns. We utilize diversified approaches tailored to individual risk tolerance and financial goals. With a focus on minimizing losses during downturns, we help clients build and preserve wealth through dynamic market cycles.
Retirement Planning
We create customized retirement plans addressing income needs, tax efficiency, and legacy goals. Our strategies incorporate 401(k)s, IRAs, and other vehicles to ensure financial security in retirement. By regularly reviewing and adjusting plans, we help clients navigate changing life circumstances and market environments.
Insurance Solutions
We offer life, disability, long-term care, and health insurance products to safeguard against financial risks. Our independent brokerage allows unbiased recommendations for optimal coverage. We help clients protect assets and maintain stability through unexpected life events.
Financial Planning
Our comprehensive financial planning addresses education funding, estate planning, and wealth transfer strategies. Using advanced software tools, we create roadmaps aligned with personal values and life goals. Regular progress reviews ensure plans remain effective as circumstances evolve.
Employee Retirement Programs
We design 401(k)s and other retirement plans for businesses, balancing employer needs with employee benefits. Our services include plan selection, compliance, and participant education. We help business owners attract talent while ensuring retirement readiness for employees.
People
Ron Finke
President, Chief Investment Officer
Ron founded Stewardship Capital in 1997 after 16 years in financial services. A Certified Kingdom Advisor and Chartered Market Technician, he focuses on tactical investment allocation and portfolio management. He holds a Jurisprudence Doctorate from Vanderbilt University.
Aaron Pickert
Financial Advisor, Chief Investment Strategist
Aaron combines fiduciary standards with investment expertise, holding the CRPC designation. He specializes in creating adaptable financial plans for market cycles. He graduated from Kansas State University with economics-focused business training.
Luke Davis
Executive Vice President
Luke oversees operations, compliance, and technology at Stewardship Capital. With a background in finance and education, he ensures efficient firm operations while maintaining client service standards. He actively contributes to local community organizations.
Chris Walden
Financial Advisor, Chief Financial Planner
A CFP professional with 25+ years in financial services, Chris specializes in comprehensive planning. He previously led the Greater Kansas City Financial Planning Association and contributes to community boxing initiatives through USA Boxing.
Celeste Maddocks
Licensed Insurance Professional
Celeste brings 13 years of insurance and financial industry experience from South Africa. She focuses on holistic planning solutions, holding life and health insurance licenses. Her background includes managing her own insurance company before relocating to Kansas City.
Questions
What services does Stewardship Capital offer?
We provide investment management, retirement planning, insurance solutions, financial planning, and employee retirement programs for individuals and businesses.
How does active investment management benefit clients?
Our active approach adjusts portfolios during market volatility to protect assets and optimize returns, avoiding the 'set it and forget it' strategy.
Do you work with faith-based clients?
Yes, we specialize in values-based financial advice aligned with Christian principles through our Certified Kingdom Advisor program.
How can I schedule a consultation?
Click the 'Schedule a Meeting' button on our website to arrange a free initial consultation with one of our advisors.
Are you a fiduciary financial advisor?
Yes, we operate as fiduciaries, legally obligated to act in clients' best interests at all times.
What areas do you serve?
We primarily serve Independence, Kansas City, and surrounding Missouri areas, with virtual services available nationwide.
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