Stewardship Advisory Group LLC

What Stewardship Advisory Group LLC does

Stewardship Advisory Group LLC is a privately-held, SEC-registered investment advisory firm headquartered in Clermont, Florida, founded circa 1984 by Jeff Rogers. The firm operates a faith-based wealth management practice that integrates biblical stewardship principles with comprehensive financial planning. Its core service offerings include Wealth Management, Charitable Giving planning, Financial Planning, Investment Advisory, Insurance Services, and Legacy Coaching (the last delivered through a wholly-owned subsidiary, Stewardship Legacy Coaching LLC). Securities are offered through a core channel partnership with United Planners Financial Services, a FINRA/SIPC broker-dealer, and client experience is supported by Black Diamond (portfolio reporting) and eMoney (financial planning portal) integrations.

The firm serves a defined niche: high-net-worth business owners, families seeking multi-generational legacy and charitable planning, and engineers and executives at major aerospace and defense contractors including Lockheed Martin, L3 Harris, BAE Systems, Northrop Grumman, and RTX. Its go-to-market is high-touch and sales-led, beginning with complimentary consultations and progressing to ongoing advisory engagements on a fee-based, multi-year recurring structure. Marketing is primarily content-driven, anchored by the founder's published books, blog, email newsletter, and LinkedIn presence.

Revenue is generated through fee-based advisory services; no pricing is publicly disclosed and no revenue figures are reported. The firm reports having served hundreds of individuals, families, and business owners over 40+ years, and claims to have guided approaching $1 billion in cumulative charitable capital ("Kingdom Capital") to ministries and charitable organizations over its history. The firm is founder-owned and operated with no disclosed institutional or venture capital backing, and operates primarily in the Southeast United States.

Name

Stewardship Advisory Group LLC

Legal name

Stewardship Advisory Group LLC

Website

https://stewardshipadvisory.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

Stewardship Advisory Group LLC is a Florida-based, SEC-registered investment advisory firm providing faith-based wealth management, charitable giving planning, and legacy coaching to high-net-worth business owners, families, and executives at major aerospace and defense contractors.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Wealth management services
• Financial advisory
• Retirement planning
• Charitable giving planning
• Estate legacy planning

Headquarters

HQ city

Ocoee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through SEC Registered Investment Advisor status. Securities are offered through United Planners Financial Services, a FINRA/SIPC member broker-dealer. Services include financial planning, investment advisory, and insurance services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Stewardship Advisory Group is a faith-based financial advisory firm that delivers wealth management, financial planning, charitable giving planning, legacy coaching, investment advisory, and insurance services to individuals, families, and business owners. As an SEC Registered Investment Advisor, the firm operates under a biblical stewardship philosophy and supports clients through a three-step consultative process of scheduling, plan design, and ongoing guidance. Services are provided alongside securities offered through partner broker-dealer United Planners Financial Services.

Product overview

Stewardship Advisory Group LLC offers a comprehensive suite of faith-based financial advisory services centered around biblical stewardship principles. The firm's core offerings include Wealth Management, Charitable Giving planning, Legacy Coaching (via Stewardship Legacy Coaching, LLC), Financial Planning, Investment Advisory, and Insurance Services. The firm serves business owners, engineers and executives (including those at defense contractors like Lockheed Martin, L3 Harris, BAE Systems, Northrop Grumman, and RTX), and families. The approach emphasizes holistic financial planning aligned with faith values, helping clients experience 'true financial freedom' through clarity, confidence, and control.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management services helping individuals, families, and business owners achieve true financial freedom through clarity, confidence, and control in their financial decisions.
• Charitable Giving Planning Charitable tax planning and giving strategies designed to help clients Live, Give, and Serve with purpose, including assistance with Charitable Giving Plans for business sales, appreciated assets, and strategic giving vehicles.
• Legacy Coaching Legacy planning services offered through Stewardship Legacy Coaching, LLC to help families prepare for the responsibility of wealth and build lasting legacies across generations.
• Financial Planning Holistic financial planning services incorporating biblical principles to help clients align their finances with their faith values.
• Investment Advisory Services Investment advisory services provided through Stewardship Advisory Group, LLC, an SEC Registered Investment Advisor, with securities offered through United Planners Financial Services.
• Insurance Services Insurance services offered as part of comprehensive financial planning through the firm.

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• United Planners Financial ServicescoreChannel Partner/ Reseller/ DistributorSecurities offered through United Planners Financial Services, a FINRA/SIPC member broker-dealer. Jeff Rogers is an Investment Advisory Representative offering services through Stewardship Advisory Group, LLC. The relationship enables the firm to offer securities products alongside their advisory services.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Carson Group: Large RIA and advisor support platform delivering wealth management, financial planning, and business coaching to advisors serving HNW clients. Comparable as a scaled RIA platform competing for the same HNW/retiree segment, though without the faith-based specialization.
• Buckingham Wealth Partners: Independent wealth management firm serving individuals, families, and business owners with investment advisory, financial planning, and tax services. Comparable as a similarly positioned independent RIA serving HNW segments with comprehensive planning.
• Mariner Wealth Advisors: National RIA offering comprehensive financial planning, investment advisory, tax, estate, and legacy planning to HNW clients and business owners. Comparable for its breadth of services, particularly estate/legacy planning that overlaps Stewardship Advisory Group's offerings.
• Creative Planning: One of the largest independent RIAs in the US, offering wealth management, financial planning, estate, and tax services to HNW individuals and business owners. Compares as a broad incumbent operating at much larger scale across a similar HNW customer base.
• Cetera Financial Group: National wealth management hub supporting independent financial advisors and RIAs with technology, compliance, and broker-dealer services. Comparable as part of the ecosystem Stewardship Advisory relies on via broker-dealer partnerships.
• Edelman Financial Engines: Large independent RIA providing investment advisory and financial planning, including workplace advice programs reaching engineering/technical professionals. Comparable for engagement models reaching engineers and executives at large companies.
• OneDigital: Large national firm combining wealth management, benefits, and HR advisory for business owners and executives. Comparable because its executive and business-owner segments overlap with Stewardship Advisory Group's primary customer base.

Direct peers

• Facet Wealth: Tech-enabled RIA providing flat-fee financial planning and investment advisory to HNW professionals. Comparable as a modern, focused RIA serving a similar professional/affluent client base with recurring advisory relationships.
• Ronald Blue Trust (now part of Cresset): Largest faith-based, biblical stewardship-oriented wealth advisory in the US, serving individuals, families, and business owners nationwide with investment, estate, charitable, and family-office services. Highly comparable as a direct niche competitor in faith-based financial planning.

Others

• Kingdom Advisors: Network and certification body for Christian financial advisors that grants the CKA designation held by Stewardship's founder; comparable as enabling ecosystem for faith-based advisory practices rather than a competing firm.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/pub/jeff-rogers/85/4a7/3

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stewardship Advisory Group LLC