Stewardly
Finance · Alabama, United States · 1-10 Employees
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Overview
Headquarters
524 Park Lake Ln, Helena, Alabama, 35080...Phone Number
(205) 790-6920Website
www.stewardly.comRevenue
$5.2 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About Stewardly
Stewardly Advisors specializes in comprehensive financial planning and investment management, focusing on impact-driven strategies to help clients navigate pivotal life transitions. They aim to provide clarity and guidance for individuals facing uncertainties about their wealth and its impact on their families and legacies. The firm emphasizes the importance of faithful management of resources, encouraging clients to align their values with their financial decisions. Their process involves discovering clients' values, designing tailored plans, and delivering ongoing support to achieve desired outcomes.Explore more
Stewardly Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Stewardly is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Stewardly is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stewardly.
Stewardly Tech Stack
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Stewardly Advisors specializes in comprehensive financial planning and investment management, focusing on impact-driven strategies to help clients navigate pivotal life transitions. They aim to provide clarity and guidance for individuals facing uncertainties about their wealth and its impact on their families and legacies. The firm emphasizes the... Read More
