Faithward Advisors, LLC logo

Faithward Advisors, LLC

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Client assets under management

$1,011,110,047

Clients

3,036

10% high-net worth

Advisors

17

of 47 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

179

Very High

Average account size

$333,040

About

Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors, managing roughly $1.05 billion in client assets across about 3,000 client relationships through a multi-team advisory platform of 17 advisors. The firm offers discretionary portfolio management, financial planning and estate management, pension consulting, and selection of other advisers as part of its client services.

Investment decisions are built around Modern Portfolio Theory and efficient‑frontier model portfolios and typically rely on mutual funds, ETFs, REITs, and occasional individual securities, with both fundamental and quantitative analysis informing allocations. The firm also offers a Biblically Responsible Investing (BRI) overlay that narrows the investable universe by screening holdings, and it may use sub‑advisers—including an affiliated sub‑adviser—and an affiliated mid‑cap momentum ESG ETF within client strategies.

Compared with many multi‑team peers, Faithward Advisors reports an unusually large client base relative to its advisor headcount, which corresponds with more standardized and sub‑adviser solutions in parts of its business model. The firm’s Form ADV discloses a prior enforcement matter involving a related adviser and its principals concerning mutual fund share‑class practices, and the ADV also highlights fee‑sharing and affiliation arrangements (including an affiliated sub‑adviser and representatives who are registered representatives and insurance agents), conflicts the firm discloses and addresses in its policies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting services

Expertise

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

Demographic focus

Christian Faith Based

Fee options

Fixed

Pension consulting services and financial planning consulting fees may be flat fees negotiated case-by-case.

Percentage

$0 - $250,000: 1.75% $250,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001+: 1.00%

Commissions

Registered representatives may earn commissions from securities transactions and insurance product sales separate and in addition to advisory fees.

Project-based

Pension consulting fees may be based on hourly rates negotiated case-by-case.

Other

Fee-only: Portfolio management fees as tiered schedule; consulting fees as tiered schedule; pension consulting fees negotiable hourly, flat, or percentage-based fees.

Main office location

Faithward Advisors, LLC

275 Hess Boulevard, Suite 100

Lancaster PA 17601, United States

Number of offices

7

Most active in

California · Colorado · Delaware · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Michigan · Minnesota · Missouri · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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 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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Katherine N

Series 66

Harbinger, NC

Faithward Advisors, LLC

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. 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 that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates 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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Walter G

Series 63, Series 65, Series 66

Vestal, NY

Faithward Advisors, LLC

Walter Girnis is a financial advisor at Faithward Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including American Portfolios Financial Services, Cardinal Financial Partners, and IBN Financial Services. Outside of his advisory role, he owns a property and casualty, fixed rate life, and annuities insurance business. 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, 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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Adrian Y

Series 66

Lancaster, PA

Faithward Advisors, LLC

Adrian Young is a financial advisor at Faithward Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc., SevenOneSeven Capital Management, and American Portfolio Advisors. Outside of his advisory role, he serves on the board of Cornerstone Pregnancy Care Services, a nonprofit pregnancy center, and manages an LLC that invests in art and theatrical projects for children. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs Modern Portfolio Theory along 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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Mary Beth F

Series 66

Lambertville, NJ

Faithward Advisors, LLC

Mary Beth Fanelli is a financial advisor at Faithward Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Osaic Wealth Inc., Ambassador Advisors, and Wells Fargo Advisors. Outside of her advisory role, she is an author of devotional and faith-based works and manages an educational initiative focused on financial mindset and investing. Faithward Advisors provides personalized investment advisory services to individuals, non-profits, pension plans, trusts, estates, and business entities. The firm uses a combination of Modern Portfolio Theory and fundamental, quantitative, and qualitative analysis, with a focus on long-term investments 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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Lee P

Series 66

Lancaster, PA

Faithward Advisors, LLC

Lee Paglia is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation with two years of industry experience. Prior to his advisory roles, he worked at Select Medical for over two decades. Faithward Advisors provides personalized investment advisory services to individuals, non‑profit organizations, pension and profit‑sharing plans, trusts, estates, and business entities, utilizing Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis. The firm also 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
user avatar

Daniel B

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Daniel Bailey is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory work, he serves as an elder at Lancaster Evangelical Free Church and is a board member of Lititz Springs Park. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs 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
user avatar

Bryan M

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Bryan Mahon is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses. He has experience with firms including NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. Prior to his current roles, he worked at AIX Platform and BBST, LLC. 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 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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Michael P

Series 66

Lancaster, PA

Faithward Advisors, LLC

Michael Paranich is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with four years of industry experience and a Series 66 designation. His prior work includes roles at Osaic Wealth, Inc., American Portfolios Financial Services, and Bank of America, N.A. Outside of financial advising, he is the owner of Blue Light Ventures Limited, a company involved in new product development and real estate. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs Modern Portfolio Theory along 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
user avatar

Scott M

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Scott Monger is a financial advisor at Faithward Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory role, Monger owns and operates Monger Financial Group, an insurance sales and service business. 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 based on Modern Portfolio Theory and fundamental, quantitative, and qualitative analysis, including 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
user avatar

Paul B

Series 66

Lancaster, PA

Faithward Advisors, LLC

Paul Brown is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation with 12 years of industry experience. He has worked at several firms including Osaic Wealth, Inc., Broadview Federal Credit Union, LPL Financial LLC, and KeyBank. Outside of his advisory role, he is a commissioned notary in the State of New York. 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 Modern Portfolio Theory combined with 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
user avatar

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
user avatar

John L

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

John Landis is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 66 licenses with four years of experience including prior roles at The Vanguard Group and BB&T. Before joining Faithward Advisors, he operated a yard sign rental business. Faithward Advisors provides personalized investment advisory services to individuals, non-profits, pension plans, trusts, and business entities, employing a mix of Modern Portfolio Theory and fundamental, quantitative, and qualitative analysis, with a focus on long-term investments and Biblically Responsible Investing.

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

Bernard B

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

Bernard Bostwick is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Portfolios Financial Services, Inc., Ambassador Advisors, LLC, and SevenOneSeven Capital Management, LLC. Outside of advisory work, he is president and 50% owner of an independent fixed insurance brokerage business. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs 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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