Faithward Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,011,110,047
Clients
3,036
Advisors
18
across 6 offices
About
Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors, managing roughly $1.05 billion in client assets across about 3,000 client relationships through a multi-team advisory platform of 17 advisors. The firm offers discretionary portfolio management, financial planning and estate management, pension consulting, and selection of other advisers as part of its client services.
Investment decisions are built around Modern Portfolio Theory and efficient‑frontier model portfolios and typically rely on mutual funds, ETFs, REITs, and occasional individual securities, with both fundamental and quantitative analysis informing allocations. The firm also offers a Biblically Responsible Investing (BRI) overlay that narrows the investable universe by screening holdings, and it may use sub‑advisers—including an affiliated sub‑adviser—and an affiliated mid‑cap momentum ESG ETF within client strategies.
Compared with many multi‑team peers, Faithward Advisors reports an unusually large client base relative to its advisor headcount, which corresponds with more standardized and sub‑adviser solutions in parts of its business model. The firm’s Form ADV discloses a prior enforcement matter involving a related adviser and its principals concerning mutual fund share‑class practices, and the ADV also highlights fee‑sharing and affiliation arrangements (including an affiliated sub‑adviser and representatives who are registered representatives and insurance agents), conflicts the firm discloses and addresses in its policies.
Client services
Expertise
Demographic focus
Fee options
Pension consulting services and financial planning consulting fees may be flat fees negotiated case-by-case.
$0 - $250,000: 1.75% $250,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%
Registered representatives may earn commissions from securities transactions and insurance product sales separate and in addition to advisory fees.
Pension consulting fees may be based on hourly rates negotiated case-by-case.
Fee-only: Portfolio management fees as tiered schedule; consulting fees as tiered schedule; pension consulting fees negotiable hourly, flat, or percentage-based fees.
Main office
See office275 Hess Boulevard, Suite 100
Lancaster PA 17601
Advisors at this office
9
Offices (6)
Lancaster, PA Hess Boulevard
275 Hess Boulevard Suite 100, Lancaster, PA 17601
9 advisors
Lancaster, PA Oregon Pike
1755 Oregon Pike, Lancaster, PA 17601
4 advisors
Vestal, NY
4100 Vestal Rd. Suite #105, Vestal, NY 13850
2 advisors
Harbinger, NC
106 Herbert Gallop Lane, Harbinger, NC 27941
1 advisor
Lambertville, NJ
668 Brunswick Pike, Lambertville, NJ 08530
1 advisor
Portland, OR
Portland, OR
1 advisor
Most active in
California · Colorado · Delaware · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Michigan · Minnesota · Missouri · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington
Also doing business as
Ambassador Advisors · Ambassador Advisors, LLC · Better Retirement Advisors · Faithward Advisors, LLC · Grace Wealth Partners · Grace Wealth Partners, LLC · Monger Financial Group · Premier Investment Advice, LLC · Seven One Seven Capital Management · Stepp Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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