The Birth of Stewardship Advisors
The origin story of Stewardship Advisors begins with a twist.
After the firm where Lee, John, and Mark had served their clients was acquired by a corporate parent, they chose to return to their roots — founding Stewardship Advisors as an independent firm built on personal relationships and authentic stewardship.
That’s when Stewardship Advisors was born.
A Passion for Client-Centered Service
Driven by a deep-seated commitment to their clients' well-being, Lee, John, and Mark set out to create a firm with no hidden agendas or sales pressures. They envisioned a place where lasting relationships, not just transactions, would guide clients through life's financial journey.
Rejecting the notion of pushing proprietary products, they aimed to provide transparency and independent advice.
Crafting Financial Strategies With a Purpose
At the heart of Stewardship Advisors is a profound understanding of each client's unique values and aspirations. The firm's mission is to translate these individual perspectives into tailored financial strategies that lead clients toward their desired future.
For the founders, this personalized approach is essential to ensuring that clients' financial plans truly reflect their dreams and goals.
The Essence of Stewardship
For our team, stewardship is the core of our philosophy.
We view all resources, whether financial or otherwise, as entrusted to our care for a finite period.
By incorporating "stewardship" into the firm's name, we underscore our belief that the money we manage belongs not to us, but to our clients. This ethos serves as a constant reminder of our responsibility to safeguard and guide assets for our clients’ benefit.
Why We’re a Fee-Only Advisor
As a fee-only fiduciary, we are different from many other financial advising firms.
Fee-only fiduciaries have the additional responsibility to make plans and recommendations with your best interest in mind. It's your money, not ours.
We are here to help you be the most intentional manager of your blessings as you can be.
Who We Serve
At Stewardship Advisors, we start any financial planning meeting with where you currently are, whether you’re just starting to invest or if you’re nearing retirement.
We’ll help you create a plan designed to get you where you want to be in the future, discussing the things that really matter to you.
We work with clients at various stages of their lives:
- Busy professionals building a life of meaning and purpose
- Growing families establishing a strong financial foundation
- Retirees (or near retirement)
How We Work
Whether you have worked with a financial advisor before or not, working with Stewardship Advisors is a unique experience. That’s because we developed a process to help you clarify your values, priorities, circumstances, and aspirations so that we can guide you in designing an exciting and inspiring future.
Certifications
Located in Mount Joy, PA
Stewardship Advisors is an independent, comprehensive financial services firm based in Mount Joy, PA that is dedicated to providing unbiased advice and diversified financial resources.
We consider ourselves stewards of our clients’ finances, and believe that the best way we can serve our clients is to walk beside them as they consider important decisions throughout their lives.
Our experienced financial advisors serve individuals and families throughout Lancaster County and the surrounding areas.
