Faith-based financial planning & biblically responsible investing

Plans that honor God. Portfolios that reflect your faith. Guidance that lasts.

Whether you are an individual, a family, a small business owner, or a ministry leader, we walk alongside Christians who want their financial plan, their portfolio, and their generosity to all point in the same direction.


CFP® Professional Standards CKA® Trained Fiduciary

An Inspire Advisors wealth management practice

Multigenerational family smiling together inside a camping tent with a map
Three paths, one calling

Find the path God has placed before you.

Every season of life and every kind of work carries its own stewardship questions. Choose the path that fits where you are today, and we will meet you there.

For You

Individuals & Families

From your first home to your last will, every financial decision is also a stewardship decision. We help Christian individuals and families build plans that protect what matters and prepare for what comes next.

"Commit to the Lord whatever you do, and he will establish your plans." — Proverbs 16:3

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For Your Business

Small Business Owners

Your business is more than income. It is calling, witness, and provision for your family and your team. We help Christian business owners align their planning, their retirement strategy, and their succession with kingdom values.

"Whatever you do, work at it with all your heart, as working for the Lord." — Colossians 3:23

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For Your Mission

Churches & Ministries

Ministries deserve advisors who understand the calling, the constraints, and the unique financial provisions God has made available for those in vocational ministry. We serve churches, missionaries, and faith-driven nonprofits.

"Each of you should use whatever gift you have received to serve others, as faithful stewards of God's grace." — 1 Peter 4:10

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How we are different

What sets a faith-based financial advisor apart is more than a strategy.

Plenty of firms can manage a portfolio. Few can do it through a biblical lens, with a fiduciary standard, and a planning rhythm built for the road ahead.

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Biblically responsible investing

Faith-aligned portfolios


Every portfolio is screened through the Inspire Impact Score, evaluating companies on biblical values while rewarding businesses that operate as a blessing to their communities.

Powered by Inspire

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Comprehensive financial planning

Fiduciary, written, ongoing


Tax strategy, retirement income, estate planning, and risk management woven into one written plan, guided by the fiduciary standard and the CFP® and CKA® curricula.

CFP® Standards · CKA® Trained

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Personalized strategy

Built around your calling


No two callings are the same. Your plan is built around your unique vision, responsibilities, and convictions, never pulled from a template or recycled from another client.

Built for your calling

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Stewardship across seasons

A planning rhythm for life


Our clients walk with us through career changes, market cycles, weddings, retirements, and legacy decisions, with reviews on a defined cadence as life unfolds.

Discover · Plan · Journey
Common questions

Quick answers before we talk.

A few of the questions prospective clients ask most often. For deeper answers on fees, the planning process, BRI methodology, and more, see our full FAQ.

— 01

Is there a minimum to work with you?

No published minimum. We work with families across a wide range of asset levels, from young professionals building their first plan to retirees stewarding decades of accumulated wealth. Fit is evaluated case-by-case during a free Discovery Call.

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— 02

Do I have to live in California or Texas?

No. We serve Christian families nationwide through secure video meetings. Our two offices in Vacaville and Argyle anchor in-person availability, but a family in Florida or Tennessee receives the same quality of planning as one next door.

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— 03

Do you only work with Christians?

We work primarily with Christian families, but we welcome anyone seeking morally aligned investing rooted in conservative biblical values. Our process is transparent and our convictions are clear, so you can decide whether the approach fits before we begin.

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Take the next step

Faithful planning begins with a single conversation.

Whether you are an individual stewarding what God has entrusted to you, a family planning across generations, a business owner navigating complexity, or a ministry leader serving a calling, we would be honored to walk a portion of the road with you.

Schedule your discovery meeting
30 minutes Free No commitment

"I will surely bless you and make your descendants as numerous as the stars in the sky and as the sand on the seashore."

— Genesis 22:17