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Michael W. Peterson, CKA®, CFP®

Wealth Advisor
Faithful Steward Wealth Advisors

Areas of Concentration

Asset Allocation, Business Succession Planning, Cash Management and Budgeting, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Healthcare Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Legacy Planning, Life Planning, Life Transitions, Long-Term Care, Planning for Owners of Closely-Held Businesses, Planning for Couples, Retirement Income Management, Retirement Planning, Risk Management, Small Business Planning, Social Security Planning, Socially Responsible Investments, Sudden Wealth Management, Tax Planning, Wealth Management, Wealth Transfer

Office Location

Faithful Steward Wealth Advisors
946 Lincoln Way East
Suite 8
Chambersburg, PA 17201

Description

Michael is passionate about helping clients incorporate the principles of biblical stewardship into their financial lives. He provides financial planning, investment advisory, risk management, and estate planning services based upon an eternal perspective, rather than a worldly perspective. This is accomplished by establishing long-term advisor-client relationships built upon honesty and integrity. He works to help clients in such areas as retirement planning, educational funding, cash flow management, wealth transfer, and charitable giving. Michael offers a no-cost initial consultation and would love to meet at your request.

Faithful Steward Wealth Advisors is a d/b/a of Camelot Advisors, LLC

Licensed in these states: PA

Check the background of this investment professional on FINRA BrokerCheck

Contact Mike