Wealth Management

Beginning Investors

Young professionals have all the financial & planning information within a click. The combined wisdom & experience of LSA is the source to sort it out. “Applied Knowledge is Power.”


Preparing for Family, Career & Retirement is a daunting task. LSA’s unique stewardship planning process is the holistic approach you need. Let us help you reach your “Full Potential”

Retire Confidently

You’ve earned what you have by hard work. Now do well to protect it. Secure & Wise investing through LSA can help maintain your quality of life. ” A Smart Investor is a Safe Investor”

If you’re confused by the plethora of investment options available these days, and wondering how to grow your assets efficiently, Life Stewardship Advisors can help.

Our comprehensive wealth and investment management services have been helping Lancaster County savers grow their assets for over three decades.

Guided by the principals of stewardship and fiduciary responsibility, our approach to Active Investment Portfolio Management is all about maximizing return on investment while minimizing risk, always putting the client first.

The professional portfolio managers at Life Stewardship Advisors know how to match your investments to your goals while providing sustainable returns. As an investment management client, we’ll continually revisit your portfolio to ensure the right balance of growth investments, capital preservation, and income for your stage of life, while responding to shifting market opportunities and your own developing goals and circumstances.

Independent Investment Portfolio Management in Lancaster

Our approach to investment management is based on fiduciary responsibility, meaning that we always put our clients’ best interests ahead of our own.

Independent Registered Investment Advisors (RIAs) like LSA are financial advisory firms that are not associated with any particular proprietary company or broker dealer.

Because of this, we’re able to provide Lancaster, PA residents with truly objective customized financial plans and investment solutions that make sense for them, rather than looking out for the interests of a particular company or investment product.

Simply put, we’re here to serve you, not to sell you products.

Our investment portfolio management services are designed to help you achieve the most sustainable returns while minimizing risk. Our professional portfolio managers navigate changing markets to ensure that your investment portfolio remains well-balanced. And because we continually revisit our clients’ portfolios, we can adapt as your needs change.

We work hard to create portfolios that are tailored to your needs and goals.

Investments for Retirement

Comprehensive and ongoing investment analysis is especially important as you approach and begin retirement.

Is the investment plan you put in place years ago ready to provide you with the income and the quality of life you’re looking for in retirement?

Are you ready for 20, 30, or 40 years of fixed income and living within your means?

LSA specializes in investment portfolios for retirees and those approaching retirement, providing efficient withdrawal strategies and income plans to fit any lifestyle.

… or for Young Investors

If you’re a first time investor, you’ve likely got questions.

You want to know how much to invest for the future, how much you’ll need for retirement someday, as well as what type of return you can expect from your investments – and which ones to choose!

Your investment planning team at Life Stewardship Advisors will help you make the right moves from the very beginning, setting you up for success in your later years with the right investment plan in place.

If you’re looking for an investment manager you can trust, contact Life Stewardship Advisors. 

Our approach to financial stewardship is all about aligning your values with your resources.


Our Clients Say…