Stewardship Advisors, LLC
Stewardship Advisors, LLC (CRD# 277099) is a financial advisory firm headquartered in Mount Joy, PA. They manage $176,637,645 in 851 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management177MILLION
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Total Number of Accounts851ACCOUNTS
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Average Account Value$207,565
- A percentage of assets under your management
- Hourly charges
- 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
Mark Brinser (CRD# 5452201) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 10 years of experience in the finance industry. Mark Brinser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wilbur Shertzer (CRD# 1545552) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 31 years of experience in the finance industry. Wilbur Shertzer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thomas Talbott (CRD# 2479325) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 23 years of experience in the finance industry. Thomas Talbott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Simkins (CRD# 2847539) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Mount Joy, PA and has over 21 years of experience in the finance industry.
Zachary Drescher (CRD# 6582494) is an Investment Advisor Representative working at Stewardship Advisors, LLC in Satellite Beach, FL and has 1 year of experience in the finance industry.