Faithward Advisors, LLC

Faithward Advisors, LLC (CRD# 116978) is a financial advisory firm headquartered in Lancaster, PA. They manage $740,963,285 in 5,347 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    741
    MILLION
  • Total Number of Accounts
    5,347
    ACCOUNTS
  • Average Account Value
    $138,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DE, FL, GA, IL, IN, LA, MD, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA

Financial Advisors at Faithward Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Daniel R. Bailey
CRD#: 1819018
1755 Oregon Pike, Lancaster, PA 17601

Daniel Bailey (CRD# 1819018) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has over 35 years of experience in the finance industry.

2
Bernard I. Bostwick
CRD#: 4327954
1755 Oregon Pike, Lancaster, PA 17601

Bernard Bostwick (CRD# 4327954) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has over 23 years of experience in the finance industry.

3
Robert E. Kauffman
CRD#: 829384
Tampa, FL

Robert Kauffman (CRD# 829384) is an Investment Advisor Representative working at Faithward Advisors, LLC in Tampa, FL and has over 39 years of experience in the finance industry.

4
Leonard J. Marsch
CRD#: 5437321
1755 Oregon Pike, Lancaster, PA 17601

Leonard Marsch (CRD# 5437321) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has over 16 years of experience in the finance industry.

5
Scott R. Monger
CRD#: 1809673
1755 Oregon Pike Suite 100, Lancaster, PA 17601

Scott Monger (CRD# 1809673) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has over 36 years of experience in the finance industry.

6
Dirk A. Olds
CRD#: 2324104
275 Hess Boulevard, Suite 100, Lancaster, PA 17601

Dirk Olds (CRD# 2324104) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has over 30 years of experience in the finance industry.

7
Angela K. Shea
CRD#: 5033969
275 Hess Boulevard, Suite 100, Lancaster, PA 17601

Angela Shea (CRD# 5033969) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has over 18 years of experience in the finance industry.

8
Merri L. Benjamin
CRD#: 5857614
275 Hess Boulevard, Suite 100, Lancaster, PA 17601

Merri Benjamin (CRD# 5857614) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has over 12 years of experience in the finance industry.

9
Matthew W. Diers
CRD#: 7340652
275 Hess Boulevard, Suite 100, Lancaster, PA 17601

Matthew Diers (CRD# 7340652) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has 1 year of experience in the finance industry.

10
Lee R. Paglia
CRD#: 7736471
275 Hess Boulevard, Suite 100, Lancaster, PA 17601

Lee Paglia (CRD# 7736471) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has 1 year of experience in the finance industry.

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