Vestal, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Faithward Advisors, LLC
Team
Firm-wide stats for Faithward Advisors, LLC
Clients per advisor
169 Very HighAvg AUM per client
$333,040 Very LowHNW client ratio
10% Very LowAbout
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
Location
4100 Vestal Rd., Suite #105
Vestal NY 13850
Advisors at this office
2
Advisors at this office
Walter G
Series 63, Series 65, Series 66
Vestal, NY
Faithward Advisors, LLC
Walter Girnis is a financial advisor with Faithward Advisors, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Cardinal Financial Partners, and IBN Financial Services. He also owns a property and casualty insurance business focused on the sale and service of insurance products. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities by providing discretionary portfolio management, financial planning, estate management, pension consulting, and advisor selection. The firm combines Modern Portfolio Theory with quantitative and fundamental analysis and offers Biblically Responsible Investing options.
Merri B
Series 63, Series 65
Vestal, NY
Faithward Advisors, LLC
Merri Benjamin is a financial advisor with Faithward Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has previously worked with American Portfolios Financial Services, Inc., Ambassador Advisors, LLC, and New York Life Insurance Company. In addition to her advisory role, she is a Certified Divorce Financial Analyst providing calculations related to individual and marital property for divorce cases. Faithward Advisors serves individual investors, nonprofits, 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 using a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and a Biblically Responsible Investing policy tailored to client mandates.
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