Stewardly Financial Advisors serves individuals and small business owners who want an objective, advice oriented approach to financial planning. Our mission: to help clients plan for significance. We start with the “why”; the motivations for working, saving, allocating and protecting resources for our life purposes. We help clients plan wisely, invest intelligently, insure properly, and achieve diligently their stated life outcomes.
John R Burch
After being downsized in 1997, John R Burch, owner of Stewardly, began to search for his true passion in life. Through a series of career transitions between 1997 and 2007 that included career segments in appraisal, commercial lending and banking, along with volunteer work as a personal budget coach teaching fundamentals of personal finance, he discovered his passion for helping families and businesses navigate the complex world of financial planning.
In 2007, having completed the rigorous Certified Financial Planner™ core curriculum and standards test, he began a new career helping individuals successfully manage individual wealth. Today his firm is still focused on managing financial decisions and resources, but with increased competency and an expanded understanding of his calling, he also coaches individuals to properly steward their time and abilities to make a positive impact. He is also a Qualified Kingdom Advisor™ bringing biblical wisdom to bear in his advice. This approach is based in a world view that what we do in our life on earth has not only temporal influence, but also eternal impact.
Stewardly Financial Advisors
Owner: John R. Burch, CFP®
Address: 524 Park Lake Lane, Helena, AL 35080