Insight Total Stewardship

Benjamin Baehr is a financial advisor at Insight Total Stewardship with a Series 65 credential and no prior industry experience. Before joining the firm, he worked at Educational Testing Service for 11 years. He is also involved in insurance sales and services through The Insight Insurance Group, dedicating part of his time to this activity. Insight Total Stewardship provides discretionary and non-discretionary portfolio management, financial planning, ongoing financial coaching, and retirement plan services primarily to individual and high-net-worth clients. The firm manages approximately $20 million in assets across about 180 client relationships, using a combination of fundamental and technical analysis, asset allocation modeling, and third-party platforms to support its investment approach.

Shayna Harvey is a CFP®, ChFC®, and holds a Series 66 license with 25 years of experience in financial advising. She is the owner and managing member of The Insight Advisory Group, operating as Insight Total Stewardship, and has previously worked at JECohen & Co., LLC. Outside of her advisory work, she volunteers as a program director and workshop facilitator for the Institute for Financial Success, a financial ministry based in Philadelphia. Insight Total Stewardship provides discretionary and non-discretionary portfolio management, financial planning, financial coaching, and retirement plan services primarily to individual and high-net-worth clients. The firm manages approximately $20 million in client assets and employs a blend of fundamental and technical analysis, asset allocation modeling, and third-party platforms to support investment decisions.