Stewardship Advisors, LLC

Stewardship Advisors, LLC

Financial Services Mount Joy, Pa, United States 15 employees
Employees
15
Contacts
2
Emails
2
Phones
1

Stewardship Advisors, LLC Overview

Headquarters
Mount Joy, Pa, United States
Industry
Financial Services
Employees
15
Founded
2011
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Stewardship Advisors, LLC

Stewardship Advisors is an independent, comprehensive financial services firm dedicated to providing unbiased advice and diversified financial resources. We believe that as stewards of others’ finances, the best way we can serve is to walk beside our clients on important decisions throughout their lives. Our team of dedicated professionals is passionate about providing a quality client experience and helping you achieve your financial dreams. Our goal is to provide a stress free financial planning process, allowing you the freedom to focus on what is important to you – family and friends. Stewardship Advisors, LLC is a Registered Investment Advisor (“RIA”) registered with the United States Securities and Exchange Commission (SEC) and domiciled in the Commonwealth of Pennsylvania. Registration with the SEC does not imply any certain level of skill or training.

Stewardship Advisors, LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Stewardship Advisors, LLC Org Chart

Sample employees and titles
Name Title Contact
John Simkins, Cima®, Cfp®, Chfc® Partner at Stewardship Advisors Llc, a Registered Investment Advisor
Email Phone
Mark a Brinser Certified Financial Planner®
Email
Thomas Talbott Cfp®, Cka®, Cap® and Partner at Stewardship Advisors, Llc, a Registered Investment Advisor
View
W Lee Shertzer, Cfp® Managing Partner at Stewardship Advisors Llc a Registered Investment Advisor
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Employees by Management Level

Individual contributor 6 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1
General 1 1 0
Finance 1 1 0

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