Stewardship Advisors, LLC
Stewardship Advisors, LLC (CRD# 277099) is a financial advisory firm headquartered in Mount Joy, PA. They manage $321,183,653 in 1,509 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management321MILLION
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Total Number of Accounts1,509ACCOUNTS
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Average Account Value$212,845
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
FL, PA, TX
Mark Brinser (CRD# 5452201) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 16 years of experience in the finance industry.
Zachary Drescher (CRD# 6582494) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 7 years of experience in the finance industry.
Leanne Fee (CRD# 4664019) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 17 years of experience in the finance industry.
Wilbur Shertzer (CRD# 1545552) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 37 years of experience in the finance industry.
John Simkins (CRD# 2847539) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 27 years of experience in the finance industry.
Thomas Talbott (CRD# 2479325) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 29 years of experience in the finance industry.