Faithward Advisors, LLC logo

Faithward Advisors, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting services

Expertise

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Demographic focus

Christian Faith Based

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Pension consulting services and financial planning consulting fees may be flat fees negotiated case-by-case.

Percentage

$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%

Commissions

Registered representatives may earn commissions from securities transactions and insurance product sales separate and in addition to advisory fees.

Project-based

Pension consulting fees may be based on hourly rates negotiated case-by-case.

Other

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 office

275 Hess Boulevard, Suite 100

Lancaster PA 17601

Advisors at this office

9

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

Advisors at this firm

user avatar

Henry H

Series 66

Lancaster, PA

Faithward Advisors, LLC

Henry Hahn is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation. He has been with Faithward Advisors since 2024 and previously worked at Osaic Wealth, Inc., Walmart, and the Tuscarora Inn and Conference Center. Hahn also serves as a Client Relationship Manager at Faithward Advisors, assisting in meeting client needs. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios with a long-term orientation and a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Katherine N

Series 66

Harbinger, NC

Faithward Advisors, LLC

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Jeffrey P

Series 63, Series 65

Portland, OR

Faithward Advisors, LLC

Jeffrey Press is a financial advisor at Faithward Advisors, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at multiple firms such as Thrivent Investment Management Inc and Compliance Risk Concepts. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors, managing over $1 billion in client assets through a multi-team platform. The firm employs a Modern Portfolio Theory-based approach with mutual funds, ETFs, and an overlay for Biblically Responsible Investing.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Walter G

Series 63, Series 65, Series 66

Vestal, NY

Faithward Advisors, LLC

Walter Girnis is a financial advisor at Faithward Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including American Portfolios Financial Services, Cardinal Financial Partners, and IBN Financial Services. Outside of his advisory role, he owns a property and casualty, fixed rate life, and annuities insurance business. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Adrian Y

Series 66

Lancaster, PA

Faithward Advisors, LLC

Adrian Young is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at OSAIC, SevenOneSeven Capital Management, American Portfolio Advisors, American Portfolios Financial Services, Ambassador Advisors, and Equitable Advisors. Outside of his advisory work, he serves on the board of Cornerstone Pregnancy Care Services, a pregnancy center, and is involved in legal services related to estate planning through Aevitas Law Firm. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and donors, managing over $1 billion in assets across approximately 3,000 client relationships. The firm employs a multi-team advisory platform and uses a Modern Portfolio Theory-based investment approach that includes mutual funds, ETFs, REITs, and sub-advisers, with an option for Biblically Responsible Investing overlays.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Mary Beth F

Series 66

Lambertville, NJ

Faithward Advisors, LLC

Mary Beth Fanelli is a financial advisor at Faithward Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Osaic Wealth Inc., Ambassador Advisors, and Wells Fargo Advisors. Outside of her advisory role, she is an author of devotional and faith-based works and manages an educational initiative focused on financial mindset and investing. Faithward Advisors provides personalized investment advisory services to individuals, non-profits, pension plans, trusts, estates, and business entities. The firm uses a combination of Modern Portfolio Theory and fundamental, quantitative, and qualitative analysis, with a focus on long-term investments and offers a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Lee P

Series 66

Lancaster, PA

Faithward Advisors, LLC

Lee Paglia is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Select Medical for 23 years and has been with Faithward Advisors since 2023. Faithward Advisors serves individual investors, retirement plans, trusts, estates, nonprofit organizations, and related donors, managing approximately $1.05 billion in client assets through a multi-team platform. The firm uses Modern Portfolio Theory and efficient-frontier model portfolios, offering discretionary portfolio management, financial planning, and estate management services.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Daniel B

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Daniel Bailey is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory work, he serves as an elder at Lancaster Evangelical Free Church and is a board member of Lititz Springs Park. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios with a long-term orientation and a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Bryan M

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Bryan Mahon is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses with four years of industry experience. His work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Under Armour Inc., and AIX Platform. Faithward Advisors serves individual investors, retirement plans, trusts, estates, and nonprofit organizations, managing approximately $1.05 billion in assets across about 3,000 client relationships through a multi-team advisory platform. The firm employs a Modern Portfolio Theory-based investment approach, including mutual funds, ETFs, and a Biblically Responsible Investing overlay, complemented by discretionary portfolio management and financial planning services.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Michael P

Series 66

Lancaster, PA

Faithward Advisors, LLC

Michael Paranich is a Series 66-licensed financial advisor with Faithward Advisors, LLC in Lancaster, PA, bringing four years of industry experience. His background includes roles at OSAIC and American Portfolios Financial Services, as well as entrepreneurial activities as the owner of Blue Light Ventures Limited, a company involved in new product development and property due diligence. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors through a multi-team platform managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory in building portfolios and offers discretionary management, financial planning, and estate services, with a Biblically Responsible Investing overlay as part of its approach.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Scott M

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Scott Monger is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Outside of advising, he is involved in managing several real estate partnerships and operates Monger Financial Group, focusing on insurance sales and service. Faithward Advisors serves individual investors, retirement plans, trusts, estates, and non-profit organizations through a multi-team platform of 17 advisors, managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory and efficient-frontier model portfolios, incorporating mutual funds, ETFs, REITs, and selected individual securities, with an option for Biblically Responsible Investing overlays.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Dirk O

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

Dirk Olds is a financial advisor at Faithward Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Osaic Wealth, INC., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory role, Olds serves on the finance committee of Endwell United Methodist Church. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach using Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

John L

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

John Landis is a financial advisor with Faithward Advisors, LLC in Lancaster, PA. He holds Series 63 and Series 66 designations and has five years of industry experience. Prior to joining Faithward Advisors in 2026, he worked at The Vanguard Group, Inc. and BB&T. Outside of finance, he has experience running a yard sign rental business. Faithward Advisors serves individual investors, retirement plans, trusts, estates, and non-profit organizations, managing approximately $1.05 billion in client assets. The firm uses a multi-team advisory platform and applies Modern Portfolio Theory with a focus on mutual funds, ETFs, and other securities, offering a Biblically Responsible Investing option within its strategies.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Angela S

Series 63

Lancaster, PA

Faithward Advisors, LLC

Angela Shea is a financial advisor at Faithward Advisors, LLC with 20 years of industry experience. She holds the Series 63 designation and has worked at multiple firms including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Shea is also a partner at Garcia Garman & Shea, PC, an accounting and tax preparation firm, and serves as treasurer for the Mount Gretna Foundation. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm constructs portfolios using Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Bernard B

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

Bernard Bostwick is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Portfolios Financial Services, Inc., Ambassador Advisors, LLC, and SevenOneSeven Capital Management, LLC. Outside of advisory work, he is president and 50% owner of an independent fixed insurance brokerage business. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)