Plans that honor God.
Portfolios that reflect your faith. Guidance that lasts.
Whether you’re 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.
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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’ll meet you there.
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 your work to the Lord, and your plans will be established.”
Proverbs 16:3
Small Business Owners
Your business is more than income. It’s 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 heartily, as for the Lord and not for men,”
Colossians 3:23
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.
“As each has received a gift, use it to serve one another, as good stewards of God’s varied grace:”
1 Peter 4:10
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.
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.
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.
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.
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.
“Whoever can be trusted with very little can also be trusted with much.” · Luke 16:10
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.
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 Complimentary Discovery Call.
See Full AnswerDo 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.
See Full AnswerDo 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.
See Full AnswerHave a different question? Our full FAQ covers fees, the planning process, BRI methodology, retirement planning, and more.
Browse the Full FAQ“We were nervous about hiring a financial advisor, but Matthew immediately put our concerns to ease. He is an attentive listener who eased our anxiety and helped us clearly identify our goals as we approached retirement.”
Faithful planning begins with a single conversation.
Whether you’re 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’d be honored to walk a portion of the road with you.
Schedule Your Discovery Meeting“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