Faithward Advisors

What Faithward Advisors does

Faithward Advisors is a privately held Registered Investment Advisor (RIA) headquartered in Lancaster, Pennsylvania, founded in 1990, that delivers fee-based financial planning and wealth management services filtered through a biblically responsible investing (BRI) lens. The firm serves three primary customer segments: individuals and families (wealth management, estate planning, insurance planning, retirement planning, donor-advised funds, and a structured Family Legacy Journey Process), nonprofit organizations (endowment and asset management, planned giving, charitable gift annuities, marketing and education), and small-to-medium businesses (succession and transition planning, retirement plan services). Its product set is delivered by approximately 40 employees — including financial advisors, client service associates, operations, and an executive team led by CEO Adrian E. Young — across five physical offices in Pennsylvania, New York, and Florida, with active clients in over 30 states.

The firm generates revenue through subscription/fee-based advisory arrangements likely tied to assets under management (AUM), along with financial planning fees. A distinctive feature is the absence of account minimums and the offer of complimentary initial consultations, broadening accessibility within its target Christian demographic. Securities are offered through a broker-dealer relationship with Osaic Wealth, Inc. (FINRA/SIPC member), with Faithward licensed across 44 states. Underlying technology is a standard RIA platform supporting portfolio management, CRM, and financial planning workflows, with no proprietary technology assets disclosed.

The go-to-market motion is sales-led and relationship-driven, relying on direct advisor consultations, educational seminars, referral networks (churches, CPAs, attorneys, Kingdom Advisors-certified peers), and a content engine (Compass Magazine, blog, video library, client appreciation events). The firm holds a registered trademark ('Dream More, Plan More, Do More') and reports serving more than 3,000 businesses, organizations, and families nationwide, though revenue, AUM, and financial results are not publicly disclosed.

Name

Faithward Advisors

Legal name

Faithward Advisors, LLC

Website

https://faithwardadvisors.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Faithward Advisors is a privately held Christian Registered Investment Advisor founded in 1990 and headquartered in Lancaster, PA, delivering fee-based wealth management, biblically responsible investing, estate planning, and nonprofit endowment services to 3,000+ individuals, families, nonprofits, and businesses across 30+ states from five East Coast offices.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Philanthropic & Charitable Trust Services (FSAAANAI)

Keywords

• Biblically responsible investing
• Wealth management services
• Estate planning
• Nonprofit endowment management
• Retirement planning

Headquarters

HQ city

Lancaster

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: Faithward Advisors operates as a Registered Investment Advisor offering securities and investment advisory services. Revenue is generated through fee-based advisory arrangements, likely tied to assets under management (AUM), along with financial planning fees for individuals, families, businesses, and nonprofit organizations seeking biblically-responsible investment guidance.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Faithward Advisors is a faith-based Registered Investment Advisor that delivers fee-based financial planning, investment management, insurance, estate, and retirement advisory services to individuals and families, nonprofit organizations, and small-to-medium businesses. The firm screens investments through biblical principles and operates a stewardship-centered practice across offices in Pennsylvania, New York, and Florida, serving more than 3,000 client relationships nationwide.

Product overview

Faithward Advisors offers a comprehensive suite of faith-based financial planning services organized into three main categories: services for Individuals & Families (including Wealth Management, Biblically Responsible Investing, Insurance Planning, Estate Planning, Retirement Planning, Family Legacy Journey Process, Tax-Wise Charitable Giving, and Donor Advised Funds); services for Nonprofits (including Marketing and Education, Charitable Gift Annuities, Planned Giving Scorecard, and Endowment and Asset Management); and services for Businesses (including Succession and Transition Planning and Retirement Plan Services). The firm also offers educational resources through its Knowledge Center. All services are grounded in biblical stewardship principles and delivered through a network of offices in Pennsylvania, New York, and Florida.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• Osaic Wealth, Inc.coreChannel Partner/ Reseller/ DistributorSecurities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced are independent of Osaic Wealth. This is the primary channel partner through which Faithward Advisors offers its investment products and advisory services.
• Aevitas LawcoreImplementation/ SI/ Consulting PartnerFaithward Advisors works closely with Aevitas Law, a law firm that provides legal services including wills, powers of attorney, healthcare declarations, and trusts. The firm refers clients to Aevitas Law for legal services as Faithward does not offer legal services directly.
• Greater Fort Myers Chamber of CommerceminorOthersFaithward Advisors is a proud member of the Greater Fort Myers Chamber of Commerce, supporting local business community engagement in southwest Florida.
• Naples Area Chamber of CommerceminorOthersFaithward Advisors maintains membership in the Naples Area Chamber of Commerce, supporting business community connections in the Naples, Florida region.
• Lancaster ChamberminorOthersFaithward Advisors is a member of the Lancaster Chamber, supporting the local business community at their headquarters location in Lancaster, Pennsylvania.
• Kingdom AdvisorsminorOthersSeveral advisors hold the Certified Kingdom Advisor (CKA) designation through Kingdom Advisors, a professional certification organization for faith-based financial advisors.

Scale indicators4 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Ronald Blue Trust: Faith-based, biblically-responsible wealth management firm serving individuals, families, and nonprofit organizations. Most direct comparable peer given shared Christian advisory thesis, multi-office U.S. footprint, and similar planned-giving and endowment offerings.
• Cording Financial Group: Faith-based RIA offering biblically-responsible investing and financial planning for individuals, families, churches, and nonprofits. Closely comparable in mission, BRI focus, and nonprofit endowment services.
• Covenant Financial Advisors: Faith-aligned financial advisory practice serving Christians with retirement, estate, and wealth planning. Comparable niche positioning and target client base as Faithward.
• Steward Partners: Independent wealth management firm supporting advisors serving individuals, families, and nonprofits with comprehensive planning. Comparable in being an independent RIA platform with similar advisor-led client model.

Others

• Kingdom Advisors: Professional certification and member network for Christian financial advisors. Faithward's CKA-credentialed team participates in this ecosystem; serves as both a peer community and a referral pipeline.

Broad incumbents

• GuideStone Financial Resources: Faith-based financial services organization affiliated with the Southern Baptist Convention offering retirement, insurance, and investment services to pastors, churches, and Christian investors. Larger incumbent in the same faith-aligned wealth space.
• Edward Jones: National full-service brokerage with a large advisor network serving individuals, families, and small businesses across the U.S. Competes for the same retirement and estate planning clients, especially in mid-sized markets like Lancaster.
• Cetera Financial Group: Wealth management platform supporting independent advisors and broker-dealer firms. Comparable to Faithward's Osaic-affiliated model in providing back-office infrastructure to advisor-led wealth businesses.
• Northwestern Mutual: Large U.S. financial services company offering wealth management, retirement, and insurance products with a strong advisor-led model. Competes for the same middle-market client relationships in Faithward's footprint.
• Creative Planning: Large independent RIA providing wealth management, retirement, and estate planning nationally. Competes in the same comprehensive planning category, though at much greater scale and with broader (non-faith-aligned) positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ambassadoradv
• Facebookfacebook.com/ambassadoradvisors
• LinkedInlinkedin.com/company/ambassador-advisors-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Faithward Advisors