Stewardship Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$510,567,330
Clients
674
Advisors
9
of 15 employees
About
Stewardship Advisors, LLC serves individuals (including high‑net‑worth clients), businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management services that can be implemented directly or through institutional third‑party managers. The firm’s team of nine advisors manages roughly $545 million in client assets across about 674 client relationships and also provides periodic educational workshops on personal finance and investing.
The firm’s investment approach emphasizes strategic asset allocation implemented primarily with ETFs and mutual funds, employing a blend of fundamental and technical analysis and managing accounts on both discretionary and nondiscretionary bases. Stewardship prepares written investment guidelines, conducts ongoing monitoring and periodic rebalancing, and offers a values‑based ESG portfolio that uses Morningstar screening as part of its due diligence and portfolio design.
Distinctive features include complimentary public workshops—a relatively uncommon service among peer team firms—and a prior role as a wrap fee program sponsor, from which it is now moving away and no longer accepting new wrap participants. The firm routinely recommends specific custodians (including Schwab, Trade‑PMR, Betterment Securities and SEI), discloses that it may receive custodial services and portions of fees when third‑party managers are employed, and states it conducts reviews and due diligence around those arrangements.
Client services
Expertise
Occupation focus
Fee options
$0 - $249,999: 1.50% annually $250,000 - $499,999: 1.25% annually $500,000 - $999,999: 1.00% annually $1,000,000 - $1,499,999: 0.90% annually $1,500,000 - $1,999,999: 0.80% annually $2,000,000 - $2,999,999: 0.70% annually $3,000,000 - $4,999,999: 0.60% annually $5,000,000 - $7,499,999: 0.50% annually $7,500,000 - $9,999,999: 0.45% annually $10,000,000 - Above: Negotiable
Annual consultation arrangement fees from $100 to $1,000 per month, paid monthly or quarterly
Account minimum: $25,000 Fee-only: Fixed fees from $1,000 to $10,000 for project-based financial planning; annual consultation fees from $100 to $1,000 per month
Main office
321 W. Main Street
Mount Joy PA 17552
Advisors at this office
9
Most active in
Florida · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Leanne F
Series 66
Mount Joy, PA
Stewardship Advisors, LLC
Leanne Fee is a financial advisor with Stewardship Advisors, LLC in Mount Joy, PA, holding a Series 66 designation and 22 years of industry experience. She has worked at Stewardship Advisors since 2018 and previously at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of her advisory role, Fee serves as a Notary Public in Mount Joy. Stewardship Advisors serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm emphasizes strategic asset allocation using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts public educational workshops.
Mark B
CFP®, Series 63, Series 65
Mount Joy, PA
Stewardship Advisors, LLC
Mark Brinser is a CFP® professional with 18 years of industry experience, currently serving at Stewardship Advisors, LLC since 2011. His prior experience includes roles at Cambridge Investment Research, INC and Private Client Services, LLC. Outside of his advisory work, he is involved as an independent insurance agent with various companies and participates as a partner in Freedom Offices, a real estate venture. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management services. The firm’s approach centers on strategic asset allocation using ETFs and mutual funds, blending fundamental and technical analysis, and includes offerings such as a values-based ESG portfolio and complimentary public educational workshops.
John S
Series 63, Series 65
Mount Joy, PA
Stewardship Advisors, LLC
John Simkins is a financial advisor at Stewardship Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services, LLC and Cambridge Investment Research, INC. Outside of his advisory role, he is involved with Elizabethtown Mennonite Church teaching Sunday school and serves as a board member for No Longer Alone Ministries. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach primarily using ETFs and mutual funds, manages accounts on discretionary and nondiscretionary bases, and provides complimentary public workshops on personal finance and investing.
Logan K
CFP®, Series 63
Mount Joy, PA
Stewardship Advisors, LLC
Logan Kready is a CFP® and Series 63 credentialed advisor with six years at Stewardship Advisors, LLC and a total of three years in the financial industry. His prior experience includes roles at PFM Asset Management LLC, BNY Mellon, Sirius Facilities, and the University of Pittsburgh. Outside of financial advising, he is a partner and shareholder in 5K Enterprises LLC. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm’s team of nine advisors manages approximately $545 million in assets, emphasizing strategic asset allocation primarily through ETFs and mutual funds, and offers periodic educational workshops on personal finance and investing.
Zachary D
Series 66
Mount Joy, PA
Stewardship Advisors, LLC
Zachary Drescher is a financial advisor at Stewardship Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Private Client Services LLC and Cambridge Investment Research, Inc. Zachary has been with Stewardship Advisors since 2015. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach using ETFs and mutual funds, offers values-based ESG portfolios, and provides complimentary public workshops on personal finance and investing.
Thomas T
CFP®, Series 63, Series 65
Mount Joy, PA
Stewardship Advisors, LLC
Thomas Talbott is a CFP® professional with 24 years of industry experience, currently serving at Stewardship Advisors, LLC since 2014. Prior to that, he was with Cambridge Investment Research Advisors from 2014 to 2016. He is a board member of ServingLeaders Ministries, a nonprofit organization, where he contributes approximately 30 hours annually. Stewardship Advisors, LLC is a nine-advisor team that provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm emphasizes strategic asset allocation using ETFs and mutual funds, with a values-based ESG portfolio option and offers complimentary public workshops on personal finance and investing.
Benjamin W
CFP®
Mount Joy, PA
Stewardship Advisors, LLC
Benjamin Writer is a CFP® professional with Stewardship Advisors, LLC in Mount Joy, PA. He has been with the firm since 2021 and previously operated a lawn care business for seven years. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in assets for individuals, businesses, charitable organizations, and retirement plan sponsors. The firm focuses on strategic asset allocation using ETFs and mutual funds, combining fundamental and technical analysis, and offers services including financial planning, investment consultation, and portfolio management.
Jay K
Series 63, Series 65
Mount Joy, PA
Stewardship Advisors, LLC
Jay Kready is a financial advisor at Stewardship Advisors, LLC with 23 years of industry experience. His career includes roles at Everence Trust Company, ProEquities, Everence Financial Advisors, and Concourse Financial Group Securities, Inc. Outside of advising, he is involved in several family and partnership real estate ventures focusing on investment properties. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management. The firm manages approximately $545 million in client assets, emphasizing strategic asset allocation using ETFs and mutual funds along with a values-based ESG portfolio option, and offers complimentary public workshops on personal finance and investing.
Wilbur S
CFP®, ChFC®, Series 63, Series 65
Mount Joy, PA
Stewardship Advisors, LLC
Wilbur Shertzer is a CFP® and ChFC® with 39 years of industry experience. He is a managing partner at Stewardship Advisors, LLC, where he has worked since 2011, following five years at Cambridge Investment Research, INC. Outside of his advisory role, Shertzer serves as treasurer for Black Rock Retreat, a camp and retreat center. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management. The firm employs a team approach with nine advisors managing approximately $545 million in client assets, emphasizing strategic asset allocation through ETFs and mutual funds, and providing public educational workshops on personal finance and investing.
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