Business Details
8 Years
experience
Your Trusted Partner for Financial Planning Solutions
Wise Stewardship Financial Planning is a fee-only, fiduciary financial advisory firm dedicated to serving widows, widowers, and military families. Founded in 2018 by Daniel Kopp, a CERTIFIED FINANCIAL PLANNER and Air Force veteran, we prioritize transparency, personalized guidance, and holistic financial strategies. Our team combines deep personal experience with professional expertise to help clients navigate complex financial decisions during life transitions. We specialize in aligning financial plans with individual values, offering comprehensive services including investment management, estate planning, tax strategies, and retirement planning.Our commitment to fiduciary standards ensures clients receive objective advice tailored to their unique circumstances. With a focus on empathy and education, we empower clients to achieve financial stability and long-term goals. Our virtual services extend nationwide, allowing us to support clients across the United States. By integrating military-specific knowledge and grief-informed financial guidance, we address the distinct challenges faced by our clientele. Our approach emphasizes clear communication, proactive planning, and ongoing support to foster lasting financial confidence.
Services
Financial Planning
Investment Management
Estate Planning
Tax Strategies
Retirement Planning
Risk Management
Education Planning
Cash Flow Management
Military Benefits Optimization
Survivor Benefit Analysis
Details
- Year established: 2018
Highlights and features
- We operate as a fiduciary, legally bound to act in your best interest 100% of the time.
- Our fee-only structure ensures transparent pricing with no hidden fees or commissions.
- Specialized expertise in financial planning for widows, widowers, and military families.
- Comprehensive approach covering all aspects of financial life, from estate planning to retirement.
- Founder combines personal experience with professional credentials to deliver empathetic guidance.
Associations and certifications
- CERTIFIED FINANCIAL PLANNER Board of Standards
- Registered Investment Advisor
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies to align your finances with life goals. We analyze income, expenses, investments, and long-term objectives to develop actionable plans. Clients receive personalized guidance on budgeting, debt management, and wealth preservation.
Investment Management
We offer evidence-based investment strategies designed to optimize portfolio performance while managing risk. Our approach emphasizes diversification, tax efficiency, and low-cost index funds. Clients benefit from ongoing monitoring and rebalancing to adapt to market changes and personal circumstances.
Estate Planning
This service ensures your assets are distributed according to your wishes while minimizing tax implications. We coordinate with legal professionals to create wills, trusts, and advanced directives. Our focus is protecting loved ones and simplifying complex estate matters.
Retirement Planning
We develop strategies to achieve financial independence at your desired timeline. Our analysis includes Social Security optimization, pension considerations, and withdrawal strategies. Military clients receive specialized guidance on retirement benefits and transition planning.
Tax Strategies
Our tax-efficient strategies aim to minimize liabilities across all financial decisions. We coordinate with tax professionals to optimize investment accounts, charitable giving, and income timing. The service includes analysis of tax implications for estate and retirement planning.
People
Daniel Kopp
Founder & Financial Planner
Daniel Kopp is a CERTIFIED FINANCIAL PLANNER and Air Force veteran with personal experience supporting widows and military families. He combines academic credentials in economics and military studies with real-world financial expertise to provide empathetic, data-driven advice.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering budgeting, investments, estate planning, tax strategies, and retirement planning tailored to widows, widowers, and military families.
Are you a fiduciary financial planner?
Yes, we operate as a fiduciary, legally required to act in your best interest with transparent, commission-free advice.
How do you work with military families?
Our founder's military experience informs specialized strategies for PCS transitions, deployment challenges, and optimizing military benefits like the GI Bill and Survivor Benefit Plan.
What investment management approach do you use?
We employ evidence-based strategies focusing on diversified, low-cost index funds with tax-efficient allocations tailored to individual risk tolerance and goals.
How are your fees structured?
We offer transparent pricing with a Foundation Plan ($4k-$15k), Comprehensive Plan ($10k annual + upfront), and tiered investment management fees based on assets under management.
Can you help with grief-related financial challenges?
Yes, our founder's personal experience informs our compassionate approach to guiding widows through estate settlement, benefit claims, and long-term financial recovery.
