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
Oct
31
2022
Donor-Advised Funds
As a Christian financial planner, I help clients determine how giving can improve your tax situation and fit within your overall financial plan. In this article, we will explore the use of donor-advised funds to give money and its benefits.
Read MoreNov
6
2023
Helping Those Who Struggle
Timeless wisdom about lending, generosity, and financial responsibility. I will explain the key principles from these verses in plain language, showing you how they can be applied to financial planning.
Read MoreMar
13
2023
Why Margin Creates Opportunity
Building a financial margin is about creating a cash flow surplus to save for emergencies and invest for the future. You may not live in a world that requires a small army, but do you even have an emergency fund to face an unexpected setback?
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
