Stewardship Advisors, LLC

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Client assets under management

$510,567,330

Clients

674

22% high-net worth

Advisors

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$757,518

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Main office location

Stewardship Advisors, LLC

321 W. Main Street

Mount Joy PA 17552, United States

Number of offices

Most active in

Florida · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website (717) 492-4787

Advisors at this firm

Leanne F

Series 66

Mount Joy, PA

Stewardship Advisors, LLC

Mark B

CFP®, Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

John S

Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

Logan K

CFP®, Series 63

Mount Joy, PA

Stewardship Advisors, LLC

Zachary D

Series 66

Mount Joy, PA

Stewardship Advisors, LLC

Thomas T

CFP®, Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

Benjamin W

CFP®

Mount Joy, PA

Stewardship Advisors, LLC

Jay K

Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

Wilbur S

CFP®, ChFC®, Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

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