Biblical Stewardship.
Ramsey Principles.
Purpose Driven Planning.
Guided by Faith.
Focused on You.
Offering biblical financial guidance, Dave Ramsey-aligned strategies, and a team-centered approach.
Learn how our values, culture, and faith guide the way we serve, plan, and walk alongside our clients.
Partners With & Recognized By
The WRAL voters' choice is annual award granted BY WRAL. Recipients are determined through a two-step public voting process hosted by WRAL. First, businesses are nominated by the public. The top nominees in each category become finalists. Then, public voting reopens, and winners are selected based on the total number of votes submitted by community members. Voting is open to anyone, with each person allowed one vote per category. Ranking was based on the number of public votes received after the nomination period. First place, second place, third place, and finalists were determined accordingly. No clients were consulted and no fees were paid to determine the winner. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Graham
Burke
Brant
Spesshardt
Dennis
Bohm
Ryan
Helder
Draven
Sneed
Who We Are
Shay
Pond
Brooke
Seybuck
Amy
Welborn
We are a faith-based wealth management firm dedicated to helping our clients get the most life and purpose out of their wealth. We provide biblically grounded financial advice through a collaborative team approach and are proud to be a Dave Ramsey SmartVestor Pro firm.
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Our firm is built on biblical principles that shape how we serve, plan, and communicate. We help you pursue financial clarity with wisdom, integrity, and purpose.
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We live out the same Ramsey Baby Steps we teach, so our guidance is practical, personal, and rooted in real experience. We help you build lasting financial freedom with a clear plan.
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Our team brings together a wide range of strengths. You get consistent coverage, shared expertise, and a coordinated group that works together every day to support your financial plan with clarity and confidence.
We have 8 CFP® professionals in our office. The CFP® certification is the gold standard in financial planning, and our team uses that expertise to guide you with clarity through every stage of your financial journey. Learn more about our CFP® professionals and the experience they bring to our team below.
Our Planning Approach
We believe financial planning should do more than manage money — it should reflect your values, support your goals, and honor God. That’s why we created the Purpose Driven Plan: a step-by-step process that brings clarity, confidence, and Biblical wisdom to every financial decision.
We guide you through the six key areas of planning to create a personalized strategy rooted in Biblical wisdom:
Who We Serve
We work with individuals and families who want more than just financial advice — they want guidance that aligns with their values, goals, and faith. Whether you’re planning for retirement, navigating a life transition, or seeking clarity for the next season, we’re here to walk with you.
Testimonials appearing on this website are from current clients of Steward Wealth Strategies. No compensation was provided for these statements. These testimonials reflect individual client experiences and may not be representative of the experience of all clients. Past performance or experiences are not indicative of future results.
Get Started
We’d love the opportunity to serve you as you pursue financial clarity and purpose. Whether you’re ready to get started or simply have a question, we’re here to help.
Once you submit your contact information, Leah Lemos, our First Impressions Coordinator, will personally reach out to schedule your appointment.
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