​We are HUGE Dave Ramsey fans!  We are passionate about helping people apply Dave’s principles with planning for retirement, building a legacy, living generous, joy filled lives while serving and funding the kingdom of God.

Meet Our Team

Matthew Myrick, Tabitha Lundstrom, Joseph Nelson
Matthew Myrick, Tabitha Lundstrom, Joseph Nelson

​​We offer our clients guidance with:

Investments

Planning

Hedging Risk

Giving

Our wealth management process includes:

​The five principles of financial success:

​
​Spend less than you earn

Proverbs 13:11


​Avoid the use of debt

Proverbs 22:7


​Build liquidity (save)

Proverbs 6:6-8


​Set long-term goals
​

Philippians 3:14


​Live like God owns it all

Psalm 24:1
​From KingdomAdvisor.org
Stewardship Investments logo

Contact Us

Joseph Nelson MBA, CFP®,
jnelson@stewardshipinv.com 
Cell: (218) 209-8918
Text: (218) 270-5331
Office: (218) 420-0708 
Fax: (888) 711-9659 
MN Insurance License: 20384895

Stewardship Investments, Inc.
​24414 Daniel Lake Dr. 
Bagley, MN 56621

691 98th AVE N
​Naples, FL 34108
Matthew Myrick, MBA, CFP® 
matthew@stewardshipinv.com 
Cell: (218) 242-0822 
Text: (218) 270-5331
Office: (218) 389-4654 
Fax: (888) 711-9659 
LINKS
​Dave Ramsey 
Kingdom Advisors 
Generous Giving
​MoneyWise
Certified Financial Planner™

​Stewardship Inv. Inc. is a member firm of The Fiduciary Alliance, LLC which is an Investment Adviser registered with the Securities and Exchange Commission. A copy of The Fiduciary Alliance’s current written disclosure statement discussing The Fiduciary Alliance’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from The Fiduciary Alliance upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of The Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. Securities offered by Fortune Financial Services, Inc., member FINRA/SIPC. Fortune Financial Services, Inc. and the Fiduciary Alliance, LLC are separate entities.

​Fortune Financial’s Form CRS can be found here. Fiduciary Alliance’s Form CRS can be found here.
Read Fiduciary Alliance's ADV statement
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