Faithward Advisors, LLC of Iona

Faithward Advisors, LLC is a Financial Planner in Iona, 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. Its team of experienced wealth managers and legacy professionals brings a well-balanced, stewardship-centered approach to financial planning. Faithward Advisors partners with more than 3,000 businesses, organizations, and families nationwide, offering fiduciary support in investing, saving, retirement planning, and estate planning. The firm serves a growing number of families, businesses, and nonprofit organizations in building a lasting legacy, with offices in Lancaster, Pennsylvania; Binghamton, New York; and Fort Myers, Tampa, and Naples, Florida.

Faithward Advisors utilizes a Biblically Responsible Investing (BRI) model, where investors have the opportunity to ensure that their resources are supporting causes that align with their personal morals and values. The firm employs thorough screening tools to ensure that investments and conscience will not be in conflict. It actively seeks companies doing good in the world and screens out companies whose values conflict with client values. The team provides comprehensive financial planning done completely in house, evaluating financial situations from every angle, including insurance, wealth management, and legal.

The firm offers a unique Family Legacy Journey process that enables clients to leave their children a message of caring to provide essential guidance in handling affairs after the client is no longer able. A Family Legacy Online Tool allows clients to collect documents and input key information about legacy plans into a form, compiling survey results into a road map to guide family members. Faithward Advisors also helps business owners create succession plans to pass the business on to a buyer or next generation, and assists with employee benefits and retirement or pension planning.

Faithward Advisors, LLC is a Registered Investment Advisor. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. The firm has delivered these services for nearly 30 years, with a multi-disciplinary approach that allows each member of its staff to precisely focus their skills and talents, bringing a high level of specialty to its clients.

Faithward Advisors, LLC combines nearly three decades of experience with a stewardship-centered, Biblically based approach to help clients in Iona, FL, build a solid financial future and leave a lasting legacy.

Faithward Advisors is situated on Summerlin Commons Blvd in Iona, FL, just about a tenth of a mile from the intersection of Summerlin Road and Boy Scout Drive. The office is also near Tanglewood Elementary School and the Boy Scouts of America Southwest Florida Council Service Center.

BizScoreAI awarded the business a Discoverability score of 100 out of 100, which ensures that AI crawlers can access every page of the website so that AI assistants can recommend the firm. The business also received a Technical score of 95 out of 100. Additionally, the firm ranks number 1 of 4 Financial Planner businesses that BizScoreAI has scored in Iona.