Business Details
36 Years
experience
Trusted Financial Advisers for Wealth Management
Ambassador Advisors has been delivering biblically responsible wealth management and financial planning services since 1990. Our team of experienced advisors partners with over 3,000 businesses, families, and nonprofit organizations nationwide, maintaining a stewardship-centered approach grounded in integrity and long-term legacy planning. With offices in Pennsylvania, New York, and Florida, we combine nearly three decades of industry experience with SEC-registered expertise to help clients navigate wealth management, retirement planning, and charitable giving.Our methodology emphasizes tax-wise strategies, personalized financial guidance, and faith-aligned investment decisions. We operate with full transparency, offering free initial consultations and maintaining no account minimums to ensure accessible financial planning for all clients.
Services
Wealth Management
Insurance Planning
Retirement Planning
Estate Planning
Tax-Wise Charitable Giving
Family Legacy Discovery
Donor Advised Funds
Nonprofit Services
Succession Planning
Retirement Plans
Details
- Year established: 1990
Highlights and features
- We have over 30 years of experience in biblically responsible financial planning
- Our team serves 3,000+ clients across 30+ states with personalized strategies
- We maintain a stewardship-centered approach to wealth management and legacy planning
- Our advisors hold SEC-registered credentials with FINRA/SIPC oversight
- We offer free initial consultations with no account minimum requirements
Associations and certifications
- SEC Registered Investment Advisor
Services
Wealth Management
Our wealth management services combine biblically responsible investing principles with comprehensive financial strategies. We help clients grow and preserve assets through personalized portfolio management, tax-efficient strategies, and long-term legacy planning. Our SEC-registered advisors work with individuals and institutions to create customized investment approaches aligned with their values and financial goals.
Retirement Planning
We specialize in retirement planning strategies for individuals and businesses. Our services include 401(k) plan management, IRA optimization, and distribution planning. We help clients navigate the critical 'decision decade' before and after retirement, focusing on sustainable income strategies and tax-efficient withdrawals while maintaining alignment with their personal values.
Estate Planning
Our estate planning services focus on creating lasting legacies through wills, trusts, and charitable giving strategies. We work with clients to develop comprehensive plans that minimize tax liabilities, protect assets, and ensure wealth transfer according to their wishes. We collaborate with legal partners to provide complete estate planning solutions.
Tax-Wise Charitable Giving
We help clients maximize their charitable impact through tax-efficient giving strategies. Our services include donor advised funds, charitable gift annuities, and planned giving programs. We specialize in creating customized approaches that align with both financial objectives and philanthropic goals while optimizing tax benefits.
Nonprofit Services
We provide specialized financial guidance to nonprofit organizations, including endowment management, planned giving programs, and staff benefit planning. Our team helps charities develop sustainable funding strategies through donor education, asset-based giving programs, and stewardship-focused financial management practices.
People
Bernard I. Bostwick
Financial Advisor, Principal
Bernie Bostwick brings decades of experience in biblically responsible investing. He focuses on helping clients align financial decisions with their values while building sustainable wealth strategies for long-term legacy planning.
Dirk A. Olds
Director of Advisor Services, Principal
Dirk Olds specializes in advisor education and client relationship management. With extensive experience in financial services, he helps develop strategies that combine stewardship principles with practical wealth management solutions for individuals and organizations.
Daniel R. Bailey
Financial Advisor
Daniel Bailey provides personalized financial planning services focusing on retirement strategies and investment management. He works with clients to create comprehensive plans that reflect their values while addressing practical financial needs.
Adrian E. Young
Advisor, Principal
Adrian Young combines investment expertise with stewardship principles to help clients achieve their financial goals. He specializes in creating customized wealth management strategies that balance financial objectives with ethical considerations.
Kanon Ream
Senior Financial Strategist
Kanon Ream develops comprehensive financial strategies for clients seeking long-term wealth preservation. He focuses on integrating tax-efficient planning with values-aligned investment approaches to help clients build sustainable financial futures.
Questions
What is biblically responsible investing?
Biblically responsible investing aligns financial decisions with scriptural principles, focusing on ethical stewardship and long-term value creation.
Do you work with nonprofit organizations?
Yes, we provide specialized financial guidance for nonprofits including endowment management and planned giving programs.
What retirement planning services do you offer?
We help with 401(k) management, IRA strategies, and distribution planning tailored to individual needs.
How are mutual funds taxed?
Mutual fund distributions are taxed based on type, with shareholders paying taxes on dividends and capital gains.
Do you require account minimums?
No, we do not require minimum account balances to start working with our advisors.
Are evening or weekend appointments available?
Yes, many advisors offer flexible scheduling options including evenings and weekends for client convenience.
Reviews (6)
Scott Gold
Aug 24, 2021
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We have been very pleased with the relationship we've developed with the folks at Ambassador Advisors. They understand our investment goals and the values that determine the kind of investments we want to support. It is refreshing to work with people who approach the use of money from a conservative, biblical, and giving perspective.
Justin Brubaker
Aug 05, 2021
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I was a summer operations intern at Ambassador Advisors. I really enjoyed my experience here, the staff was very helpful in every aspect of the job. I highly recommend this company for those interested in high quality financial advising. I'm thankful for the opportunity to work at Ambassador.
Ken Chubb
Jul 25, 2021
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Positive:Professionalism,Responsiveness
Dan did an excellent job preparing for a meeting with myself and my wife discussing our financial position. He made good recommendations for improvement on the return on our investments and stressed there was no pressure to make a change.
Dan did an excellent job preparing for a meeting with myself and my wife discussing our financial position. He made good recommendations for improvement on the return on our investments and stressed there was no pressure to make a change.
Jackson
Aug 16, 2020
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We have been with Ambassador for more than 10 years. Our account manager Dan Bailey is great to work with, returns calls in a timely manner and answers all of my questions, even the silly ones. They have earner my trust. The screened funds offered and the "Proud to Own" investments fit into our investment concept and has helped to make our retirement account look attractive to which we are planning to use in the near future.
Sarah Zimmerman
Aug 13, 2020
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Positive:Professionalism,Responsiveness
My husband and I recently started working with Dan after we found Ambassador Advisors through Dave Ramseys website. Dan and team have been so helpful and make sure we understand our decisions fully. We are grateful for their help and we would recommend the firm to anyone looking for financial advice.
My husband and I recently started working with Dan after we found Ambassador Advisors through Dave Ramseys website. Dan and team have been so helpful and make sure we understand our decisions fully. We are grateful for their help and we would recommend the firm to anyone looking for financial advice.
Kirsten Sherick
Jul 17, 2020
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Positive:Value
My mother and I just started investing. I was a bit nervous at first but our advisor Dan Bailey was very patient with us and used terminology that I could understand. I feel comfortable investing through Ambassador Advisors because their mission statement was well explained and Christian based which is important to me.
My mother and I just started investing. I was a bit nervous at first but our advisor Dan Bailey was very patient with us and used terminology that I could understand. I feel comfortable investing through Ambassador Advisors because their mission statement was well explained and Christian based which is important to me.
