STEWARDSHIP ADVISORS, LLC
SEC RegisteredFinancial Guidance for Life Well Lived
About the firm
Stewardship Advisors is an independent, fee-only financial planning firm based in Mount Joy, PA, founded by Lee, John, and Mark after their previous firm was acquired by a corporate parent. The firm is built on personal relationships, transparency, and a stewardship philosophy, providing tailored financial strategies to help clients achieve their personal and family goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Life Planning (wealth management, risk management, and investment strategy), Saving for the Future (retirement planning), Planning Your Legacy (estate planning), and Creative Charitable Giving (charitable giving strategy for maximum impact).
Who they serve
Individuals and families throughout Lancaster County and the surrounding areas, including busy professionals building a life of meaning and purpose, growing families establishing a strong financial foundation, and retirees or those nearing retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 528 | $209M |
| High Net Worth Individuals | 146 | $302M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $618k |
| State/Municipal Entities | 13 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
23 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$499,999 | 1.00% |
| $500,000-$999,999 | 0.85% |
| $1,000,000-$2,999,999 | 0.70% |
| $3,000,000 and above | — |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STEWARDSHIP ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.