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
Aug
8
2022
Lease or Buy a Car
In this article, we're going to discuss car ownership and whether Christians should consider leasing, borrowing money to purchase a car, or buy your vehicle outright.
Read MoreOct
23
2023
A Fresh Start
Imagine living in a time where every seventh year was a reset button for your finances. It was called the Year of Jubilee. During this special year, all debts were forgiven, and property returned to its original owners. It was a year of liberation from financial burdens and a fresh start for everyone.
Read MoreMay
22
2023
Lessons in Impulsive Decision-Making
By taking these principles to heart and applying them to our financial planning, we can make decisions that not only benefit us in the short term but also set us on a path toward long-term financial success.
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
