More than a Financial Advisor
Gain financial confidence
for the mission.
We help churches and missional organizations with financial solutions to support their leadership.
Retirement Strategies
Plan Funding
Integrated Insurance Solutions
Compensation Studies
Focus on the mission. We have you covered.
Solutions that help ministries win...
Our practice is dedicated to the unique financial world of nonprofit leadership. With deep understanding of the needs of missional organizations and their leaders we provide tailored financial solutions that align with ministry values. We help you secure your team’s financial future so you can focus on the mission.
Retirement
Strategies
Rabbi Trust
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Restricted Executive Bonus Arrangement
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- Restricted Executive Bonus Arrangement (REBA) provides life insurance protection and supplemental retirement income at little or no out-of-pocket expense to the executive.
Deferred Compensation
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- Deferred compensation plans are optional programs that allow employees to defer income until retirement.
Succession Strategies
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- A business strategy that helps ensure that businesses run after an employee retires and leaves.
403(b), 401k, 409A, 457
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- Insurance that allows employees to save on a tax-deferred basis for retirement.
Plan
Funding
Corporate Owned Life Insurance
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Investments
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- Investments can refer to any mechanism used for generating future income. This can include, but not limited to, the purchase of bonds, stocks, or real estate property
Integrated Insurance Solutions
Disability Insurance
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Life Insurance
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- Insurance that is a contract between an insurance company and the policyholder.
Key Man Insurance
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- A life Insurance policy that a company purchases on an owner, a top executive, or another individual critical to the business.
Health Insurance
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- Insurance that protects a person from paying high medical bills if they got sick or hurt.
Compensation
Studies
Compensation Benchmarking/Surveys
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Cash Compensation
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- Cash compensation is the sum of an employee's wages, salaries, and supplemental pay.
Non-cash Compensation
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- Non-Cash compensation is compensation that is not in the form of cash, such as employee benefits, gifts, prizes, travel, meals, lodging, or merchandise.
Our story began in church.
Stewarded.'s Founder and CEO, Gabe Pelphrey, was raised in a pastor’s home. His
“behind-the-scenes” insight into the life of a family in ministry fuels Stewarded.'s heart to
support those who serve others.
Combine this background with decades of experience in advanced financial and benefit solutions and you’ll find our motivation and expertise to help ministry win.
“Stewarded.’s expertise gave us confidence throughout the process, and they were incredibly responsive to all of our questions."
Chad Fisher, Pastor
Let's get started.
Speak to an AdvisorServices
Financial benefit planning
Healthcare solutions
Deferred compensation (Rabbi trust)
Pre-tax/Post-tax strategies
Compensation Benchmarking
403(b)
Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), an investment adviser registered with the SEC. Stewarded. and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.
Lion Street ADV2, Lion Street CRS
Check the background of this firm on FINRA’s BrokerCheck