About

The Stewardship Difference


At Stewardship Financial Planning, we are not just financial advisors – we are trusted guides that help you invest intelligently. Our client-centered methods focus on honesty, transparency, and understanding. Wherever you are on your financial journey, our unique approach offers unbiased financial planning from a partner you can trust.

Our fee structures are different from most financial planning firms.

About Our Fees

Customer Relationship Summary


Our Customer Relationship Summary Form is an SEC (U.S. Securities and Exchange Commission) required document that nicely summarizes what makes Stewardship different.

Meet John Belluardo


John Belluardo founded Stewardship in 2003 to provide unbiased financial advice to all who need it. He is committed to bringing transparency to the financial planning industry, focusing 100% on client needs and developing lasting relationships built on mutual respect.

John has more than 25 years of financial services experience. Prior to Stewardship Financial Planning, he worked at TIAA-CREF and Morgan Stanley. He has also done consulting work at Morgan Stanley, KPMG, MBIA and General Motors Asset Management.

John handles all of Stewardship’s financial planning work, allowing him to work directly with every client. He holds a Charted Financial Consultant (ChFC) designation from The American College in Pennsylvania, a Masters degree in Religion from Fordham University, and an undergraduate degree from Syracuse University.

John is married to Sherry, a school teacher. They live in Westchester with their dog, Daisy, and cats, Puma and Skippy-Lou.