Faithward Advisors, LLC

Faithward Advisors, LLC is a Financial Planner in San Carlos Park, FL, located at 5237 Summerlin Commons Blvd Suite 410. The firm provides individual investors, small businesses, and nonprofit organizations with Biblically-based financial advice and strategy. Serving a growing number of families, businesses, and nonprofit organizations in building a lasting legacy, the team utilizes a Biblically Responsible Investing (BRI) model to ensure resources support causes that align with personal morals and values. The firm partners with individuals, ministries, and organizations, providing fiduciary support in investing, saving, retirement planning, and estate planning.

For nearly 30 years, the firm has delivered services to more than 3,000 businesses, organizations, and families nationwide. The team of experienced wealth managers and legacy professionals brings a well-balanced, stewardship-centered approach to financial planning. Services include comprehensive financial planning done in-house, covering insurance, wealth management, and legal considerations. The firm offers 401(k) and 403(b) retirement plan services, 529 savings plans, tax-wise giving strategies, and succession planning for business owners. The Family Legacy Journey process enables clients to leave a message of caring and a road map for family members. Financial guidance is provided with integrity and experience, aiming to impact the lives and financial well-being of clients and those they cherish.

Headquartered in Lancaster, Pennsylvania, with additional offices in Binghamton, New York, and Naples, Fort Myers, and Tampa, Florida, the firm operates as a Registered Investment Advisor. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. The team employs thorough screening tools to ensure investments and conscience are not in conflict, actively seeking companies doing good in the world. Advisors work to build trusted nonprofit partnerships and help create successful planned giving strategies to inspire lasting gifts for charities.

Faithward Advisors holds a rating of 5.00 based on customer reviews. The firm stands among the strongest in its category locally, reflecting the positive reputation its rating and reviews convey. The multi-disciplinary approach allows each staff member to precisely focus their skills, bringing a high level of specialty to clients.

Faithward Advisors combines decades of experience with a faith-centered stewardship mission to help clients in San Carlos Park protect their assets and secure their family's future.

BizScoreAI awards Faithward Advisors a Discoverability score of 100 out of 100, which ensures AI crawlers can access every page of the website so the business can be recommended by AI assistants. The firm also receives a Technical score of 95 out of 100, confirming the site is secure and error-free for search engine indexing.