Fee-only Christian Financial Advisors
Helping you manage money in alignment with God's plan for you.
Learn MoreAs Seen In
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
May
23
2022
How Do I Save For Large Expenses?
This article introduces the concept of sinking funds to pay for large items without needing financing or stressing your monthly budget.
Read MoreNov
28
2022
The 3 Things To Do Before the End of the Year
A smart Christian plans ahead to end the year in good shape and starts the new year with the right foot. Here are three things I help my client with as a Christian financial planner to prepare for the new year.
Read MoreApr
25
2022
What Kind of Emergencies Should I Prepare For?
Although interruptions to supply chains and the electrical grid are not common, we should still prepare to provide for our families when things go south. This article builds on our prior discussion about emergency funds and expands on broader emergency preparedness.
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
