Flat Fee Financial Advice Focused on Stewardship.

We can help you:

  • Make your finances less complex

  • Plan for “retirement” or “making work optional”

  • Reduce taxes

  • Manage your investments

  • Empower the next generation of your family to manage wealth

As Quoted In:

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What does the Bible say about money, wealth and investing?

When I started Capital Stewards, I knew that I wanted the firm to be based on the biblical concept of stewardship. But what does that mean? Is money and wealth good or bad? How do you provide for your family while still being generous? Should you borrow money to build wealth, or is debt sinful and bad? The list of questions goes on.

So I wanted to go back to the beginning and take a hard look at what the Bible really says about money, stuff, wealth, resources, generosity, investing and a number of other topics. It does, in fact, have quite a lot to say on the topic. This blog post series contains my reflections on this journey through scripture.

~Brian Seay, Founding Partner

Modern Fiduciary Approach To Wealth Management

A Venn diagram with three overlapping circles labeled 'Transparent, Fee-Only Structure,' 'Simple Digital Experiences,' and 'In-Person Professional Guidance.'

We are fiduciaries. That means we are financial advisors that combine a transparent, fee-only structure with simple digital experiences and in-person professional guidance to help clients achieve their goals. Capital Stewards is based in Huntsville, but we meet in person with clients in Montgomery, Birmingham, Nashville and the Atlanta area.

Considering retirement? Ready to make work optional? Learn how we guide clients through a holistic planning process so they know exactly the steps required to make their vision a reality.

Own several investment accounts from prior jobs? Learn how we help clients evaluate and execute retirement account rollovers.

Entrepreneurs need to plan for their business and personal financial situations. Learn how we serve the holistic needs of business owners.

Challenges with equity compensation? Learn how we integrate tax, planning and investments to reduce taxes and simplify your life.

Organizational investing brings unique challenges. Learn how expertise and experience can help your team build a successful program.

Ready to Talk?

  • In 20-30 minutes, we simply get to know each other. We ask questions to better understand your situation and goals. If you feel our services are a fit for your needs, we schedule a free one-page plan assessment.

  • We gather basic information from you to build a unique assessment of your situation. We deliver a “one-page plan” of recommendations that are yours to keep. We often address key concerns right here! Then we discuss a proposal for a financial planning workshop to fully address your retirement, investing and wealth planning concerns.

  • Ahead of the workshop, we use digital tools to gather information and fully assess your financial situation. We provide professional expertise and guidance to fully address your biggest retirement, investing and wealth management challenges. We create a roadmap to achieve your goals and discuss how to implement your plan moving forward.