Stewardship Financial Planning, Inc. is a boutique financial planning firm based in Irvington, New York, that focuses on providing personalized and comprehensive financial guidance to individuals and families. Specializing in fee-only financial services, the firm is committed to acting as a fiduciary, ensuring client interests are always the top priority. Their approach emphasizes long-term, holistic planning, incorporating retirement planning, investment management, tax strategies, and risk management into a unified strategy tailored to each client’s goals and values.

The firm is led by professionals with strong credentials and experience in both personal finance and industry best practices, offering a client-focused experience rooted in trust and transparency. Stewardship Financial Planning distinguishes itself through its educational approach, supporting clients in making informed financial decisions while fostering long-term financial well-being. The firm serves a diverse client base but has a particular strength in working with individuals nearing retirement, young professionals, and those seeking faith-aligned or values-based financial planning.

Their dedication to financial literacy and ethical practice is reflected in their adherence to fiduciary standards and ongoing community involvement. As an independent firm, Stewardship provides unbiased advice free from sales commissions or proprietary products.

Website: http://www.stewardship-fp.com/

Key Services:

– Comprehensive financial planning
– Retirement planning strategies
– Investment management
– Tax-efficient financial guidance
– Risk management and insurance analysis
– Values-based and faith-aligned financial advice
– Estate and legacy planning
– Cash flow and budgeting guidance