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
Mar
21
2025
Faith-Based Investing and Environmental Sustainability
As faith-driven investors, embracing sustainability is an extension of our calling to manage resources wisely, ensure the well-being of future generations, and reflect God’s care for the world He created.
Read MoreMar
14
2025
Investing That Benefits Society
Faith-based investing extends beyond avoiding harm or adhering to ethical business practices—it also actively seeks out businesses that create real value for society.
Read MoreMar
7
2025
Investing as Stewardship
Investing is not merely about wealth accumulation or financial security; it is an act of managing God’s resources wisely and faithfully.
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
