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
Apr
24
2023
Finding Financial Purpose
This story reminds us that our finances are not just about accumulating wealth but about finding purpose and meaning in our lives.
Read MoreDec
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 MoreJul
31
2023
Lessons from Joseph’s Rise to Prosperity
None of Pharaoh’s wise men or magicians could provide a satisfactory interpretation until Joseph, through the wisdom bestowed upon him by God, offered a solution.
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
