Lancaster, PA Hess Boulevard logo

Lancaster, PA Hess Boulevard Office

Team
Updated today

Client AUM

$1,011,110,047

Clients

3,036

Advisors

9

Of 18 advisors across 6 offices

Location

275 Hess Boulevard, Suite 100

Lancaster PA 17601

Advisors at this office

9

Advisors at this office

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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
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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
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Bryan M

Series 65, Series 63

Lancaster, PA

Faithward Advisors, LLC

Bryan Mahon is a financial advisor at Faithward Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors through a multi-team advisory platform managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory and efficient-frontier model portfolios with mutual funds, ETFs, REITs, and occasional individual securities, and offers a Biblically Responsible Investing overlay within its client strategies.

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

Series 66, Series 63

Lancaster, PA

Faithward Advisors, LLC

John Landis is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 66 and Series 63 licenses with five years of industry experience. He previously worked at The Vanguard Group and BB&T and operated a yard sign rental business for two years. Faithward Advisors serves individual investors, retirement plans, trusts, estates, nonprofits, and related donors, managing approximately $1.05 billion in assets across about 3,000 client relationships through a multi-team advisory platform. The firm employs investment strategies based on Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and estate management services, including a Biblically Responsible Investing overlay.

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

CFP®, Series 65

Lancaster, PA

Faithward Advisors, LLC

Kyle Beissel is a CFP® with eight years of experience in financial advisory roles. He has worked at Faithward Advisors, LLC since 2024 and previously held positions at Savant Wealth Management, Domani Wealth, LLC, and 1847Financial. He also spent four years at Lebanon Valley College. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors, managing approximately $1.05 billion in client assets. The firm uses a multi-team advisory platform and employs investment strategies based on Modern Portfolio Theory, with offerings that include discretionary portfolio management, financial planning, and Biblically Responsible Investing overlays.

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

CFP®

Lancaster, PA

Faithward Advisors, LLC

Jaidan Piper is a CFP® at Faithward Advisors, LLC with four years of experience at the firm. Prior to joining Faithward Advisors, Jaidan attended West Chester University and worked in the painting industry. Faithward Advisors is a multi-team firm managing approximately $1.05 billion in client assets across around 3,000 client relationships. The firm provides discretionary portfolio management, financial planning, estate management, and pension consulting, using a blend of fundamental and quantitative analysis alongside an offering of Biblically Responsible Investing (BRI) strategies.

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 office
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