Fee-only Christian Financial Advisors
Helping you manage money in alignment with God's plan for you.
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Our Ideal Client
Since we are a Christian financial advisory firm, most clients we attract identify as Christians. However, many people who do not identify as Christians share our values. We respectfully serve everyone with the highest competence and professional ethics.
“THE WISE MAN SAVES FOR THE FUTURE, BUT THE FOOLISH MAN SPENDS WHATEVER HE GETS.”
PROVERBS 21:20
The Abundant Offer
We want to ensure your financial plan aligns with your values. We follow biblical money principles to help you build your financial house on a rock (Matthew 7:24-27).
Dec
4
2023
A Debt of Gratitude
When we acknowledge and appreciate what we have, we're less likely to make impulsive choices or fall prey to the never-ending cycle of wanting more.
Read MoreNov
20
2023
A Financial Survival Guide for Thanksgiving and Christmas
This guide for Christians will help you think about approaching the holiday season differently and hopefully avoiding a pocket hangover.
Read MoreNov
6
2023
Helping Those Who Struggle
Timeless wisdom about lending, generosity, and financial responsibility. I will explain the key principles from these verses in plain language, showing you how they can be applied to financial planning.
Read MoreServices
Financial Planning
We want to ensure your financial plan aligns with your values. We follow biblical money principles to help you build your financial house on a rock.
Investments
We design portfolios based on your personal goals, prioritizing low-cost investments and proper diversification.
Taxes
Being involved in preparing your return allows us to monitor tax planning recommendations from inception to execution.
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.
