Business Details
Trusted Financial Advisers in Lancaster, PA
Faithward Advisors is a biblically-based wealth management firm dedicated to providing comprehensive financial strategies for families, businesses, and nonprofit organizations. With a team of experienced advisors, we specialize in stewardship-centered financial planning, offering services in wealth management, insurance, estate planning, retirement solutions, and charitable giving. Our nationwide reach extends through offices in Pennsylvania, New York, and Florida, serving over 3,000 clients with integrity and expertise. We prioritize legacy-building through tax-wise charitable strategies, donor-advised funds, and endowment management. Our process combines personalized consultation with biblically responsible investing to align financial goals with core values.As an SEC-registered investment advisor, we maintain rigorous compliance standards while fostering trust through transparent communication. Our advisors hold FINRA-verified credentials, ensuring accountability and professionalism in every client interaction. By focusing on long-term generational impact, we help clients navigate complex financial decisions with confidence. Our commitment to excellence is reflected in our tailored approach to succession planning, retirement services, and nonprofit marketing education. Through decades of combined experience, we continue to refine our methodologies to meet evolving market demands while staying rooted in ethical principles.
Services
Wealth Management
Insurance Planning
Estate Planning
Retirement Planning
Tax-Wise Charitable Giving
Donor Advised Funds
Nonprofits Marketing
Charitable Gift Annuities
Succession Planning
Retirement Services
Highlights and features
- We offer biblically responsible investing aligned with core values
- Our team serves 3,000+ clients nationwide with tailored solutions
- We maintain SEC registration and FINRA-verified credentials
- Our stewardship-centered approach combines faith with financial expertise
- We operate offices in Pennsylvania, New York, and Florida
Associations and certifications
- SEC Registered Investment Advisor
- FINRA
- SIPC
Services
Wealth Management
Our wealth management services combine biblically responsible investing with comprehensive financial strategies. We help clients grow and protect assets through customized portfolios aligned with Christian values. Our approach integrates tax-efficient strategies and long-term legacy planning for individuals and institutions.
Estate Planning
Estate planning services focus on preserving family wealth and values across generations. We create customized plans including wills, trusts, and power of attorney documents. Our approach ensures smooth asset transfer while minimizing tax burdens and maintaining biblical stewardship principles.
Tax-Wise Charitable Giving
This service optimizes charitable contributions through tax-efficient methods like donor-advised funds and charitable remainder trusts. We help clients maximize their philanthropic impact while achieving financial benefits. Our strategies align giving with both personal values and biblical principles of stewardship.
Retirement Planning
Our retirement planning services create sustainable income streams for post-career life. We develop strategies incorporating 401(k)s, IRAs, and pension plans while considering tax implications. The approach balances financial security with opportunities for continued legacy-building through charitable giving.
Nonprofits Marketing
This service provides marketing education and resource management for nonprofit organizations. We offer donor engagement strategies, endowment management, and compliance guidance. Our approach helps nonprofits maintain financial stability while advancing their mission-driven objectives through biblically aligned practices.
Questions
What is Biblically Responsible Investing?
Our biblically responsible investing approach aligns investment choices with scriptural principles, avoiding industries conflicting with Christian values while pursuing financial growth.
What services do you offer for nonprofits?
We provide specialized services including donor-advised funds, charitable gift annuities, endowment management, and marketing education tailored to nonprofit organizations' unique needs.
How do you handle estate planning?
Our estate planning services combine legal document preparation with strategic asset distribution plans to preserve wealth and values across generations.
Are you registered with financial authorities?
Yes, we are an SEC-registered investment advisor with FINRA-verified credentials, and our securities are offered through Osaic Wealth, member FINRA/SIPC.
Do you serve clients outside Pennsylvania?
We serve clients nationwide through our offices in Pennsylvania, New York, and Florida, with virtual consultation options available for all locations.
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