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
Dec
5
2022
Reflection on the Past Year
It’s the time of year where we start to think about what we accomplished (at least we should!) and start thinking about what the new year holds.
Read MoreJul
3
2023
Unlocking Success with Integrity and Faith
Joseph, a faithful servant, faced numerous trials and tribulations throughout his life. However, his unwavering commitment to integrity ultimately led to his rise to prominence.
Read MoreJul
25
2022
Is it Better to Rent or Buy a Home?
Through the generations, we have perpetuated this idea: “Homeownership is the best way to build wealth in our society, but renting is a bad thing, and that it's throwing money away.”
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
