Open Account

There are three simple ways to begin the process of opening an investment account with Stewardship Partners.

You can schedule a phone call or Zoom meeting with one of our advisors by clicking here:

Schedule an appointment with an advisor

You can complete our Account Initiation Questionnaire by clicking below:

Account Initiation Questionnaire

Or you can call or email Cathy Goddard, our Director of Client Services:

Cathy Goddard Director of Client Services 800-930-6949 x705 [email protected]

We look forward to hearing from you!