Purcell Don CPA

Stewardship Advisory Group is a wealth management practice guided by faith and focused on serving families and individuals who seek a holistic approach to financial planning that aligns with their values and aspirations. We believe financial success is not merely about numbers, but about aligning your financial decisions with your personal convictions and aspirations.

Our Vision

Our vision is to empower our clients to manage their finances responsibly and achieve their financial goals through values-driven investment strategies and comprehensive financial planning. We aim to help our clients achieve financial freedom, security, and a sense of purpose in their financial endeavors.

Our Values

• Stewardship: We prioritize responsible financial planning that aligns with our clients' values and ethical principles.
• Transparency: We provide clear and open communication to our clients, ensuring they understand their financial situation and investment strategy.
• Integrity: We uphold the highest ethical standards and adhere to industry regulations.
• Client-centeredness: We prioritize client needs and tailor our services to meet individual goals and circumstances.

Our Services

We offer a personalized and comprehensive selection of services designed to meet your unique financial needs. These include:

- Investment Management

• Faith-based investment screening and portfolio construction
• Sustainable and values-driven investment strategies
• Risk management and portfolio analysis

- Financial Planning

• Retirement planning and analysis
• Estate planning and wealth preservation
• Comprehensive financial review and goal setting
• Comprehensive wealth-building strategies

- Educational Resources

• Financial education workshops and webinars
• Personalized financial planning guides and tools
• Access to a wealth of online resources and tools

Our Approach

We take a holistic approach to financial planning, considering all aspects of your financial life and integrating them with your personal goals and values. We believe in open communication, collaboration, and transparency throughout the planning process.

Our Clients

We specialize in working with individuals and families who value integrity, transparency, and personalized attention in their financial planning journey. We are committed to providing exceptional client service and partnering with our clients to achieve lasting financial success.