Life Stewardship Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Life Stewardship Advisors is a state-registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates, corporations, and charitable organizations. It offers discretionary portfolio management and financial planning/consulting services and generally prefers accounts with at least $150,000.
Investment advice is tailored to client objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term positions; accounts are reviewed at least quarterly. The firm provides managed accounts under a comprehensive advisory arrangement and asks clients to custody assets with an independent qualified custodian to facilitate trading and fee administration.
A distinctive feature is that the firm’s principals are licensed insurance agents and may offer commissionable insurance products alongside advisory services, a relationship the brochure discloses as a potential conflict of interest. The brochure also discloses use of third‑party service providers that incorporate artificial intelligence and machine‑learning components and notes the firm conducts periodic due diligence; with a two‑advisor team and about $16.9 million in AUM, a single principal conducts the ongoing account reviews.
Client services
Expertise
Fee options
Fixed fees for financial planning projects range from $2,000 to $10,000 per project
$0 - $249,999: 2.00% $250,000 - $499,999: 1.90% $500,000 - $749,999: 1.62% $750,000 - $999,999: 1.44% $1,000,000 - $1,499,999: 1.20% $1,500,000 - $1,999,999: 1.00% $2,000,000+: 0.80%
$350/hr for Professional Advice; $100/hr for Administrative Services
Account minimum: $150,000 Fee-only: Hourly fees range from $350/hr for Professional Advice and $100/hr for Administrative Services; Fixed fees range from $2,000 to $10,000 per project
Main office
24 B East Roseville Road
Lancaster PA 17601
Advisors at this office
2
Most active in
Ohio · Pennsylvania
Also doing business as
Life Stewardship Advisors · Novak, Michael David
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Wyatt L
Series 65
Lancaster, PA
Life Stewardship Advisors
Wyatt Ledman is a financial advisor at Life Stewardship Advisors in Lancaster, PA, holding a Series 65 designation with five years of industry experience. Prior to joining Life Stewardship Advisors, he worked with YWAM Orlando for six years. He serves as an auditor for Pequea Township in Lancaster County. Life Stewardship Advisors is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management and financial planning services, tailoring investment advice to client objectives and risk tolerance, and incorporates insurance products as part of its offerings.
Michael N
CFP®, Series 63, Series 65
Lancaster, PA
Life Stewardship Advisors
Michael Novak is a Certified Financial Planner® at Life Stewardship Advisors in Lancaster, PA, with 10 years of industry experience. He has been with Life Stewardship Advisors since 2013. Novak serves as a board member of the Water Street Mission, a nonprofit organization, and is a supervisor for Pequea Township. Life Stewardship Advisors is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and financial planning services tailored to client objectives and utilizes a variety of investment strategies.
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