Fee-only Christian Financial Advisors

Helping you manage money in alignment with God's plan for you.

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Our Ideal Client

Since we are a Christian financial advisory firm, most clients we attract identify as Christians. However, many people who do not identify as Christians share our values. We respectfully serve everyone with the highest competence and professional ethics.

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“THE WISE MAN SAVES FOR THE FUTURE, BUT THE FOOLISH MAN SPENDS WHATEVER HE GETS.”
PROVERBS 21:20

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The Abundant Offer

We want to ensure your financial plan aligns with your values. We follow biblical money principles to help you build your financial house on a rock (Matthew 7:24-27).

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Dec

4

2023

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A Debt of Gratitude

Posted by: Leo Marte, CFP®, MBA

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.

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Nov

20

2023

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A Financial Survival Guide for Thanksgiving and Christmas

Posted by: Leo Marte, CFP®, MBA

This guide for Christians will help you think about approaching the holiday season differently and hopefully avoiding a pocket hangover.

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Nov

6

2023

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Helping Those Who Struggle

Posted by: Leo Marte, CFP®, MBA

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.

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Services

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Financial Planning

We want to ensure your financial plan aligns with your values. We follow biblical money principles to help you build your financial house on a rock.

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Investments

We design portfolios based on your personal goals, prioritizing low-cost investments and proper diversification.

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Taxes

Being involved in preparing your return allows us to monitor tax planning recommendations from inception to execution.

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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.

Affiliations

We are a Christian financial planning firm serving clients nationwide who seek help to be good stewards.

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