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
Jul
17
2023
Navigating Abundance and Scarcity
Let's explore practical strategies inspired by Joseph's story that can help us effectively navigate both seasons of abundance and scarcity.
Read MoreJan
2
2023
The Reason We Are Not All Wealthy
The human desire to chase after what we want, even if it is opposed to what God wants, led us out of God’s plentiful garden. Our world is plagued with hunger, disease, and poverty. What should have been living in a plentiful garden under ideal conditions is now threatened by darkness.
Read MoreMay
9
2022
The Three Mistakes Investors Make Managing Their Own Money
Investors of all sizes engage in financial markets for a variety of reasons. Most look for a growth source to build wealth over time, while some primarily use the markets for speculation. This article is for Christians that seek long-term growth, helping them avoid the three mistakes that could derail their goals.
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
