Lambertville, NJ Office

Faithward Advisors serves individual investors (including high-net-worth clients), nonprofit organizations, pension plans, trusts, and business entities, providing discretionary portfolio management, financial planning and estate management, pension consulting, and the selection of other advisors. The firm reports roughly $1.05 billion in assets under management, 18 advisory professionals, about 3,036 clients, and operates under several DBA names across six offices.

The firm builds portfolios using a blend of Modern Portfolio Theory, long‑term and short‑term strategies, and quantitative and fundamental analysis, generally recommending mutual funds, ETFs, individual securities, and REITs. It also offers a Biblically Responsible Investing (BRI) policy that applies screens to reduce the investment universe and implements client mandates either directly or through sub‑advisors, including an affiliated sub‑advisor that the firm evaluates and engages when deemed appropriate.

Faithward Advisors discloses several features that distinguish it from many peers: common‑ownership relationships with an affiliated investment manager and with an attorney’s practice, creating identified conflicts of interest that the firm describes and says it manages; a prior SEC enforcement matter involving a related DBA entity that resulted in judgments and corrective actions; and a relatively large client base served by a mid‑sized advisory team, use of multiple DBAs, and advisors who also hold broker‑dealer and insurance licenses, each of which the brochure flags as potential sources of conflicts to be managed.