certified financial planner In Central PA
Michael Peterson, CFP®
Founder & Wealth Advisor
A head for finance. A heart for helping others.
Looking Out for Others.
That was practically a family mantra, when I was growing up in the sleepy little town of Spring Run, Pennsylvania. My grandparents and my parents were always living examples of being there for others; be it a family member, neighbor, or complete stranger. I was taught that looking out for others was simply the right thing to do.
It was a lesson I learned well and have put into practice throughout my life. Whether as a volunteer fireman, as an electronics technician in the U.S. Navy, as a deacon in my church, or in my profession as a financial professional; I've strived to carry on my family's tradition of looking out for others.
That passion for service, along with my uncanny knack for numbers, are probably what led me find my true calling in life: serving as a financial planner. It was Mark Twain who said, “Find a job you enjoy doing, and you will never have to work a day in your life.” In my case, truer words were never spoken. I love helping my clients manage their finances in a way that allows them the financial freedom to pursue the things in life that matter most.
Why I Started Faithful Steward Wealth Advisors
Over the course of my career, I've watched with regret as the financial services industry has lost it's way. Conflicts of interest, ineffective advisor training, and a focus on selling products, often prevent clients from receiving the best advice. In addition, many financial services firms, especially the large ones, have lost their personal touch. Financial advisors are often guilty of making the entire financial planning process overwhelming and confusing. Worse yet, many advisors only see their clients as a set of numbers. Is it any wonder that, when it comes to trust and integrity, financial advisors rank only rank slightly ahead of politicians?
So, in 2016, I founded Faithful Steward Wealth Advisors because I wanted the freedom to serve my clients with integrity and always put their best interests first. You see, I believe clients deserve a deeper relationship, one where their financial advisor understands them just as well as they understand their money. I also believe that truly great financial planning should be about more than just the numbers. It should be about helping you use your money to live the best life possible.
I am a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Kingdom Advisor. I hold a B.A. in Economics from The Pennsylvania State University. Since beginning my career in 1996, I've specialized in helping my clients plan for, successfully transition to, and enjoy living out their personal version of an ideal retirement.
I am a contributing advisor on Investopedia as well as a active member and past-president of the South Central Pennsylvania Estate Planning Council. I'm also an participating member of the Financial Planning Association and Kingdom Advisors.
My fiancee, Oneta, and I live in Chambersburg and share our home with our 3 dogs and an ever-fluctuating number of parrots – thanks to Oneta’s heart for parrot rescue. I'm blessed with 4 children, 5 grandchildren, and 2 nephews – all of whom mean the world to me.
I'm an avid fly-fisherman and also enjoy tying my own flies. In addition, on weekends, you're likely to find me in Happy Valley cheering on the Penn State football or hockey teams.
Finally, I'm active in serving my community as a youth baseball coach, member of the Rotary Club of Chambersburg, Trout Unlimited, the Penn State Alumni Association, and CBMC. I'm also a member and past trustee at The Presbyterian Church of the Falling Spring.