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).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    851
    ACCOUNTS
  • Average Account Value
    $207,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Stewardship Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mark A. Brinser
CRD#: 5452201
321 W. Main Street, Mount Joy, PA 17552
96
Wealthminder
score

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.

2
Wilbur L. Shertzer
CRD#: 1545552
321 W. Main Street, Mount Joy, PA 17552
96
Wealthminder
score

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.

3
Thomas E. Talbott
CRD#: 2479325
321 W. Main Street, Mount Joy, PA 17552
96
Wealthminder
score

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.

4
John C. Simkins
CRD#: 2847539
321 W. Main Street, Mount Joy, PA 17552
93
Wealthminder
score

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.

5
Zachary S. Drescher
CRD#: 6582494
Satellite Beach, FL
88
Wealthminder
score

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.

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