Lancaster, PA Hess Boulevard logo

Lancaster, PA Hess Boulevard Office

Team
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Faithward Advisors, LLC logo

Faithward Advisors, LLC

Team

Firm-wide stats for Faithward Advisors, LLC

Total advisors

18

Across 6 offices

Clients per advisor

169 Very High

Avg AUM per client

$333,040 Very Low

HNW client ratio

10% Very Low

About

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.

Based on Faithward Advisors, LLC

Expertise

ESG / Sustainable investing

Based on Faithward Advisors, LLC

Demographic focus

Religious/faith focused

Based on Faithward Advisors, LLC

Location

275 Hess Boulevard, Suite 100

Lancaster PA 17601

Advisors at this office

9

Advisors at this office

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 the Series 66 designation with one year of industry experience. His prior work includes roles at Walmart and the Tuscarora Inn and Conference Center. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities with discretionary portfolio management, financial planning, and estate management. The firm employs a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy.

ESG / Sustainable investing Religious/faith focused
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. Prior to joining Faithward Advisors, he worked for Select Medical for over two decades. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities through discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies including Modern Portfolio Theory and Biblically Responsible Investing, managing approximately $1.05 billion in assets across six offices.

ESG / Sustainable investing Religious/faith focused
user avatar

Bryan M

Series 65, Series 63

Lancaster, PA

Faithward Advisors, LLC

Bryan Mahon is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at OSAIC, NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. before joining Faithward Advisors. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing discretionary portfolio management, financial planning, estate management, and pension consulting. The firm uses a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options, managing over $1 billion in assets with a team of 18 advisors across multiple offices.

ESG / Sustainable investing Religious/faith focused
user avatar

Michael P

Series 66

Lancaster, PA

Faithward Advisors, LLC

Michael Paranich is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at OSAIC, American Portfolios Financial Services, Bank of America, and Merrill. Outside of financial services, he owns Blue Light Ventures Limited, a business focused on new product development and real estate. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options across a diverse client base.

ESG / Sustainable investing Religious/faith focused
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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 several firms, including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. He serves on the finance committee of Endwell United Methodist Church. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, and pension consulting. The firm manages approximately $1.05 billion in assets with a team of 18 advisors across six offices, utilizing a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and a Biblically Responsible Investing policy.

ESG / Sustainable investing Religious/faith focused
user avatar

John L

Series 66, Series 63

Lancaster, PA

Faithward Advisors, LLC

John Landis is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard, BB&T, and previously operated Dazzle my Yard Sign Rentals, LLC. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, and estate management. The firm employs a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options.

ESG / Sustainable investing Religious/faith focused
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 a Series 63 designation and has worked at firms including Ambassador Advisors, LLC and American Portfolios Financial Services, Inc. Outside of advisory services, Shea is a partner at Garcia Garman & Shea, PC, where she oversees tax preparation and accounting, and serves as treasurer for the Mount Gretna Foundation. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options.

ESG / Sustainable investing Religious/faith focused
user avatar

Kyle B

CFP®, Series 65

Lancaster, PA

Faithward Advisors, LLC

Kyle Beissel is a CFP® with eight years of experience in the financial advisory industry. He is currently with Faithward Advisors, LLC, where he has worked since 2024. Prior to that, he held positions at Savant Wealth Management, Domani Wealth, LLC, and 1847Financial. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, and pension consulting. The firm employs a blend of Modern Portfolio Theory, long- and short-term strategies, and both quantitative and fundamental analysis, with a focus that includes Biblically Responsible Investing.

ESG / Sustainable investing Religious/faith focused
user avatar

Jaidan P

CFP®

Lancaster, PA

Faithward Advisors, LLC

Jaidan Piper is a CFP® professional at Faithward Advisors, LLC in Lancaster, PA, with four years of experience at the firm. Prior to joining Faithward Advisors, Piper worked in various roles outside of the financial industry, including painting and university employment. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, and pension consulting. The firm uses a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and a Biblically Responsible Investing policy to build portfolios.

ESG / Sustainable investing Religious/faith focused
View complete list of advisors at this office
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