Steve Schwendy, CFP®

Financial Planner

Souderton, PA

P: (215) 703-0111
T: (877) 420-9789
F: (215) 703-0113

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Steve Schwendy

Steve Schwendy is an Everence® Financial Planner and works as part of a team of professionals to serve families, churches, and businesses with their investment, insurance, and financial planning needs. Steve started his career in financial services in 2004 and joined Everence in 2017. Everence provides Steve with a unique opportunity to combine his professional experience with his personal mission to help people make effective plans for the future while stewarding their resources as gifts from God.

Steve received his M.B.A. from Loyola University Maryland, and his B.S. in Marketing from Messiah College. He maintains securities and insurance licensing.

Steve, his wife Bethany, and their three children live in Perkasie, PA and are members of Salford Mennonite Church. Steve serves as Vice Chairperson of the Board of Directors for Peaceful Living and serves as Treasurer on the Board of Directors for Delaware Valley MEDA.

His personal interests include running, classic cars, and spending time with his family. Steve is happy to share about his personal and professional background and how he is equipped and excited to build trusted, lasting relationships as an Everence advisor.


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