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.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
2
tools in use
Monthly traffic
91
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- JS
John Simkins
Owner · General Business & Management
EmailPhone - MA
Mark A Brinser
Owner · General Business & Management
EmailPhone - JG
Jamie Glick
Client Services Coordinator · Customer/Client Service
EmailPhone - LK
Logan Kready
Financial Planner · Finance & Accounting
EmailPhone - SW
Sarah Wert
Client Services Operations · Customer/Client Service
EmailPhone - TT
Thomas Talbott
Partner, Financial Advisor · Finance & Accounting
EmailPhone - BW
Ben Writer
Financial Planner · Finance & Accounting
EmailPhone - CB
Cael Brandt
Analyst · Finance & Accounting
EmailPhone - JK
Jay Kready
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Stewardship Advisors, Llc
9 distinct titles indexed · top 9 shown.
- 3client services coordinator
- 2financial advisor
- 2financial planner
- 2owner
- 1analyst
- 1client services operations
- 1financial analyst
- 1managing partner at stewardship advisors llc a registered investment advisor
- 1partner, financial advisor
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