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Sound Stewardship LLC

EST. AUM
$284,618,866

CONTACTS
5

CLIENT ACCOUNTS
1,089

Firm Details

Metro area Kansas City
CRD Number 129755
Website soundstewardship.com
Client types

Overview

The firm helps clients achieve financial freedom, allowing them to make an impact with their wealth on their family and community. Their clients come from all stages of life and have experienced various life events. They serve retirees, pre-retirees, business owners, families, and individuals throughout the United States. The one thing all of their clients have in common is that they are generous, grateful people who tend to have a faith perspective.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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