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).

Current Firm Details
321 W. Main Street, Mount Joy, PA 17552
http://www.mystewardshipadvisor.com
By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    1,509
    ACCOUNTS
  • Average Account Value
    $212,845
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

FL, PA, TX

Financial Advisors at Stewardship Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mark Brinser, financial advisor Mount Joy PA
Mark A. Brinser
CRD#: 5452201
321 W. Main Street, Mount Joy, PA 17552

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.

2
Zachary Drescher, financial advisor Mount Joy PA
Zachary S. Drescher
CRD#: 6582494
321 W. Main Street, Mount Joy, PA 17552

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.

3
Leanne Fee, financial advisor Mount Joy PA
Leanne L. Fee
CRD#: 4664019
321 W. Main Street, Mount Joy, PA 17552

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.

4
Wilbur Shertzer, financial advisor Mount Joy PA
Wilbur L. Shertzer
CRD#: 1545552
321 W. Main Street, Mount Joy, PA 17552

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.

5
John Simkins, financial advisor Mount Joy PA
John C. Simkins
CRD#: 2847539
321 W. Main Street, Mount Joy, PA 17552

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.

6
Thomas Talbott, financial advisor Mount Joy PA
Thomas E. Talbott
CRD#: 2479325
321 W. Main Street, Mount Joy, PA 17552

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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