Fee-only Christian Financial Advisors
Helping you manage money in alignment with God's plan for you.
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Our Ideal Client
Our ideal clients are individuals and families who desire to manage their wealth with purpose, viewing their resources as a tool for fulfilling their God-given calling. They seek a thoughtful, values-driven approach to financial stewardship, prioritizing long-term impact over short-term gains. Whether building a legacy, supporting charitable endeavors, or ensuring financial security for future generations, they value expert guidance that aligns with their faith and personal mission.
“THE WISE MAN SAVES FOR THE FUTURE, BUT THE FOOLISH MAN SPENDS WHATEVER HE GETS.”
PROVERBS 21:20
What We Do
We want to ensure your financial plan aligns with your values. Our approach is rooted in biblical money principles, helping you build your financial house on a firm foundation (Matthew 7:24-27). Through faith-based investment management, tax-efficient strategies, and comprehensive estate planning, we guide you in stewarding your wealth with wisdom and purpose.
Blog
Apr
18
2025
Values and Returns
One of the most persistent myths about faith-based investing is that aligning your investments with biblical principles means settling for lower returns. This misconception assumes that values and performance exist in tension, as if investors must choose between doing good and doing well.
Read MoreApr
11
2025
Having a Seat at the Table
Faith-based investing is often associated with avoiding certain industries or prioritizing companies that align with specific values. But an equally powerful—and perhaps less visible—tool in this space is shareholder advocacy.
Read MoreApr
4
2025
Sound Corporate Governance
Faith-based investing is about more than choosing the right industries or screening out harmful practices—it's about investing in companies that reflect God's character in how they operate.
Read MoreServices
Financial Planning
We want to ensure your financial plan aligns with your values. Our approach is rooted in biblical money principles, helping you build your financial house on a firm foundation (Matthew 7:24-27).
Investments
We design portfolios based on your personal goals, prioritizing low-cost investments and proper diversification, following the wisdom of Ecclesiastes 11:2: “Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.”
Taxes
By staying engaged from inception to execution, we help you navigate tax-efficient decisions that align with your long-term goals and biblical stewardship principles.
Estate Planning
Beyond the paperwork, we equip you over time to train your family to inherit wealth in a way that honors God and aligns with your values
