Firm

Stewardship Concepts Financial Services, LLC

Bio

Hi, I’m Noah Schwab, CFP®. I’m one of the owners of Stewardship Concepts, a Spokane-based, fee-only fiduciary firm that works primarily with retirees and people nearing retirement.

We’re especially helpful for people over 50 who have built substantial savings in a 401(k) or IRA and want to make smart decisions about Roth conversions, retirement income, Social Security, and taxes. Our goal is to help clients move from years of saving to a clearer, more tax-smart retirement plan.

Our team brings decades of experience, holds the CFP® designation, and provides advice built around our clients’ best interests. We do not sell insurance products or earn commissions.

I’ve written for the Spokane Journal of Business and have been featured in outlets including Yahoo News, MarketWatch, U.S. News, Next Avenue, and GoBankingRates.

Outside of work, I enjoy traveling and time outdoors with my wife, Jenny. Some of my favorite trips have included motorbiking the length of Vietnam, exploring New Zealand, and going backpacking together.

Education & Designations

• Bachelor’s in Finance and Economics from Grand Canyon University

• CFP®