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Matthew M

Series 66

Loveland, OH

Faith Financial Advisors, Inc.

Matthew Mithoefer is a financial advisor at Faith Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth Inc. and Faith Financial Advisors since 2020. Outside of advising, he is a licensed insurance agent and a notary public. Faith Financial Advisors, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $77 million in assets. The firm offers asset management through an AssetMark wrap platform, financial planning, retirement plan consulting, and educational seminars, typically managing portfolios with a long-term orientation while retaining flexibility for active trading.

General retirement planning Retirement income strategy Wealth management General tax planning Religious/faith focused
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Sandra Faith H

Series 63, Series 65

Loveland, OH

Faith Financial Advisors, Inc.

Sandra Faith Hall is a financial advisor with Faith Financial Advisors, Inc. in Loveland, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Faith Financial Advisors since 2013 and is also associated with Osaic Wealth Inc. since 2004. Outside of her advisory work, she serves as a trustee and holds general powers of attorney for family members. Faith Financial Advisors, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $77 million in assets. The firm offers asset management through an AssetMark wrap platform, financial planning, retirement plan consulting, and educational seminars, typically managing portfolios with a long-term orientation while retaining flexibility for active trading when appropriate.

General retirement planning Retirement income strategy Wealth management General tax planning Religious/faith focused
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