Our Story

Stewardship Investment Planning is a financial planning and wealth management firm that is breaking the mold of the traditional financial advisor role by connecting purpose with planning. When designing plans for you, we want to bring purpose, values, faith and your vision for your future into the equation. It’s important to us that while you are making decisions and plans for your retirement and investments, that you live in confidence in those plans and daily peace of mind.

We have found our calling and our purpose and it’s to assist and support you so you can ultimately look back and see that you’ve achieved the successful life you envisioned. Through real relationship and intentionality, we will work alongside you to create a plan that aligns with your faith, your passions, and your values, while providing you the resources to give you hope for a fulfilled and abundant future.

Stewardship Investment Planning was founded on biblical principles and values. As 1 Peter 4:10 says, “Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” For us, that means our brand, values, finances, work environment, and everything in between belongs to the purpose of God.


Our Core Values

  • Integrity is our greatest priority because we want to achieve success for you by doing things the right way.
  • To be a fiduciary, meaning we act in your interest at all times. All Registered Investment Advisor representatives are required to do this by law, but our faith also calls us to this higher standard.
  • True connected relationship, as we want to get to know you and what you want to achieve in life and with your finances. Also so we can assist you in understanding your plans and investments as we work together to reach your goals.
  • We pursue excellence and accuracy, and will always give you 100% of our hearts and experience, especially when it comes to managing your plans and hard-earned money.
  • Diligence in every effort to provide the most favorable results for you and assisting you through every financial stage.
  • We believe that generosity is key, and we enjoy giving back to our community and our clients at every possible opportunity.
  • Lastly, we commit to be honest, respectful, professional and available to you when you need us


Our Affiliations and Credentials

  • Bobby Lake, Partner – Certified John Maxwell Team® of Leadership coaches, teachers and speakers
  • Commonwealth Financial Network as our Broker/Dealer and Registered Investment Advisor  >  Read more about our Broker/Dealer
  • Investor with Birmingham Business Alliance
  • Investor with Shelby County, AL Chamber of Commerce