Faithful Steward Wealth Advisors

Faithful Steward Wealth Advisors - Headquartered in Chambersburg- Serving Central Pennsylvania

The Faithful Steward Wealth Advisors’ Difference

You’ll probably find that there are a few things that make Faithful Steward Wealth Advisors, LLC a little different … and a lot more focused on retirement planning than your average financial advisor.

We’re Virtually Everywhere

We are not bound by our local geography. Although we’re located in Chambersburg, PA, through today’s virtual technology we serve clients throughout Central Pennsylvania and around the county.

Specialization

My specialty is building plans that help clients transition into and through a secure and meaningful retirement while delivering a reliable stream of retirement income. Putting together all the pieces of a successful retirement plan requires skill and training that the average financial planner doesn’t have. What you need is a specialist, not a general practitioner. As a CERTIFIED FINANCIAL PLANNER™ professional with over 23 years of experience, I am a retirement planning specialist.

Personalized Advice

I believe that truly great retirement planning should be as much about you - your goals, values, and purpose - as it is about your money. So, you won’t find any one-size-fits-all cookie-cutter solutions, here! Our Personalized Retirement Planning™ process helps us custom-tailor a plan that fits your retirement personality.

Relationship Focused

I believe that building trust and loyalty are the cornerstones of success. Because of this, I am committed to building long-term relationships with my clients. To me, you’re far more than just a set of numbers and account values … you’re part of my extended family.

Providing a Faith-Based Option

Many of my clients prefer a traditional financial planning and investment management approach. After all, that’s the way the financial industry has run since its beginning. Matter of fact, this is our default approach to working with our clients.

As a Certified Kindom Advisor®, I am trained to work with clients who prefer to incorporate their faith into their finances, I offer a stewardship-focused approach that incorporates their Christian beliefs and Biblical wisdom. This faith-based planning process is available for clients upon request

Let’s Get Acquainted

Our free consultation is an easy, no-obligation way to get started with us.

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The Six Benefits We Provide Our Clients

1 . Organization. I will help bring order to your financial life, by assisting you in getting your financial house in order.

2. Accountability. I will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

3. Objectivity. I bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

4. Proactivity. I work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

5. Education. I will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

6. Partnership. I attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs, and objectives and then work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

Our Financial Planning Philosophy

I. Money is simply a tool. Money is not the goal and it is not an end. It is a tool that we manage, exercising caution and wisdom, for the benefit of improving our lives.

II. Comparative measures are neither helpful nor necessary in making progress. How one’s returns compare to any index, fund, or investment category (Relative Investment Performance) is inconsequential.

III. Progress must be personalized. Progress is best measured against one’s own potential. For measures of progress to be effective, a personal benchmark first needs to be established. This requires knowing where money is coming from and where money is going.

IV. The primary measure of success is “Return on Life” (ROL). The fundamental question in the ROL philosophy is not, “How much money do you need?” but rather, “Is your money being managed in a way that is improving your life?”

V. How we are compensated is a matter of absolute transparency. As professionals, we deliver value to our clients and we make sure they understand what we offer and how we get paid.

VI. We can provide quality and value to a limited number of clients. We recognize to serve others well (by providing the greatest amount of value) and to keep our life in balance we must choose to serve a reasonable number of clients.

VII. We are stewards of wealth – not owners. Ultimately, everything I own will end up in the hands of others. With this understanding, we pursue stewardship that recognizes the responsibility of supporting and securing personal, family, and community life.

VIII. The greatest value we can bring to our clients is to bridge their means with their meaning. We recognize the unique role we play between our client’s means and their sense of purpose and intention with their money.

IX. We will not entrust our client’s well-being to anyone who does not put our client’s interests ahead of their own. We understand the sacred trust that exists in financial matters and will never refer our clients to anyone who does not appreciate this elevated level of trust.

X. For us, retirement planning is a calling, not a job. We understand that our commitment, passion, and devotion to helping people improve their lives through wise financial decisions is more than just employment. It is a vital service that demands professionalism and intellectual, emotional, and spiritual investment of self.