John’s career and approach has evolved over time. Compared to when he started with Morgan Stanley back in 1997 as a stockbroker. Today as a CFP®, CERTIFIED FINANCIAL PLANNER™ professional he is able to use his wealth of experience and knowledge he has gained across various sectors of the financial services industry. John’s approach to working with his clients starts with creating their own personalized financial plan. John is a firm believer that in starting with a plan, then working through the investments provides a more unified approach. His client’s delegate the day-to-day management of their investments because of their ability to verify results, their understanding of their unified financial plan, and how the investments align with their goals. John’s clients enjoy his leadership through the complex world that finances intertwine. John’s favorite question is, “Help me understand that.” According to John, guiding a client requires understanding what is important to them and using their values to direct the decision-making process. His experiences and training help him not only explain the variety of options that available but help provide clarity on which ones could provide the outcome intended. The more assets you have and complexity of those asset types, tend to present a greater number of choices available. Along with never-ending changes in tax code requires a consistent periodic review of the financial plan. John provides two investment themes for his clients when it comes to investment management. These themes give you a choice of investing in the general market or Socially Responsible Investing (SRI) combination with Environment, Social, Governance (ESG) criteria as well. John sees value in both approaches and understands the limits of each. John has been working with SRI, ESG investing since 2002.Stewardship Advisors, LLC is a Registered Investment Advisor ("RIA") registered with the United States Securities and Exchange Commission (SEC) and domiciled in the Commonwealth of Pennsylvania. Registration with the SEC does not imply any certain level of skill or training. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.