As a Christian fiduciary firm, we help more than 1,000 families achieve financial peace, freedom, and impact through biblically-based financial life planning, investment management, and asset protection.
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Too often, the consequences of unattended or mismanaged finances result in missed opportunities, poor decision making and, sadly, even relational fallout. No matter where you are in your financial journey—whether you’re just beginning your career, starting a family, preparing to retire, or planning your legacy—we’re here to help you answer this question. The stakes are simply too high to leave your family’s financial future to chance.
When her husband passed away suddenly in 2011, Kim’s life was turned upside-down. Struggling through the shock and haze of grief, Kim turned to LifeGuide for help picking up the shattered pieces of her life.
This testimonial video is from a selected LifeGuide Financial Advisors client. Kim was not provided with any compensation with respect to this testimonial. Her testimonial is for informational purposes only and is not representative of all client experiences, which may differ substantially.
We manage over $330 million in assets.
We serve more than 1,570 individuals, businesses, and organizations.
Our financial advice is rooted in biblical principles.
*Assets and client statistics as of 1/7/2022;
Client statistics include insurance clients
You deserve peace of mind knowing your financial advisor is working for your success, not simply pushing a particular product or agenda. As an independent Registered Investment Advisor (RIA), our success is aligned with yours. We have chosen a fiduciary business model where we’ve “signed on the dotted line” to hold your interests above all others. Furthermore, all individual LifeGuide employees are paid a salary and do not receive commissions.
About Us » Our Services »You deserve peace of mind knowing your financial advisor is working for your success, not simply pushing a particular product or agenda. As an independent Registered Investment Advisor (RIA), our success is aligned with yours. We have chosen a fiduciary business model where we’ve “signed on the dotted line” to hold your interests above all others. Furthermore, all individual LifeGuide employees are paid a salary and do not receive commissions.
About Us » Our Services »
While much of the financial planning industry employs a traditional “solo advisory model” where a client’s success is dependent on one person, we take a different approach. At LifeGuide, we believe you are best served by a team of qualified professionals. That’s why every LifeGuide client is assigned a three-to-four person advisory team who takes the time to understand their unique circumstances, values, and goals. Each team is led by a partner of the firm and collectively leverage their experience, knowledge, and technical competence.
Learn More » Meet the Team »
LifeGuide Signature is our flagship service model that provides personalized, comprehensive planning and integrated investment management for our clients with more complex financial needs.
LifeGuide Essentials is our service model that provides focused coaching, planning, and investment management for our clients with relatively straightforward financial situations.
We’ve been fans of Dave Ramsey’s financial principles and Financial Peace University for many years. Doug Denlinger, our Managing Partner, is a SmartVestor Pro, and our team integrates Dave’s principles into the advice we provide.
Learn more about how we integrate Dave’s principles into our practice.
Working with Zak, Matt and the rest of the team at LifeGuide has been a game changer for our family. Married and starting a family later in life, my husband and I had the challenge of both combining our lives financially and retirement planning together, after years of operating independently. We had worked with other financial planners and advisors, but no one quite understood our challenges and goals, or was willing to adapt their proposed strategy to our unique dynamic. I often joke that Zak and Matt are amateur marriage counselors too, because their patience and wisdom led my husband and me to a successful and harmonious joint strategy and we now enjoy meeting milestones and working towards our goals together...
I have really valued the excellent level of personal care and professional financial advice that I have received over the years. All the staff have been polite, friendly and helpful. The requests and issues that I have been concerned about were seriously considered and promptly handled. I felt that they valued me and were personally concerned with my individual needs. I wasn't just a number or a client but a friend. I would and have recommended, LifeGuide Financial Advisors to friends.
We have had an incredible experience with LifeGuide. From our initial meeting to understand our financial picture and goals, to creating a retirement plan, and savings for our daughter’s college education, the LifeGuide team has been top notch. To date, I have not had one negative experience with this team. I’d recommend LifeGuide to any person or couple looking for financial advisors who embody integrity and professionalism.
We have been entrusting our finances to LifeGuide for over a decade. The #1 thing that sets this group apart from any other is that not only are they dedicated to helping you make good, solid investments; but they more importantly prioritize the heart behind every single decision you make. This is a group that truly honors making sound biblically based choices that allow you to remain focused on what will leave the greatest impact and legacy. As a result, we've experienced even greater levels of freedom that helps us keep the proper perspective as our portfolio continues to grow. I highly recommend contacting LifeGuide today!
We have found the folks at LifeGuide to be professional and knowledgeable. But just as important, they treat their clients as family. And, above all, they are people of integrity. This is so important when investing your life’s savings. I only wish we had used their services when we were younger. I recommend LifeGuide without reservation!
We left our previous advisors looking for a group that would not only review and advise on our current and future financial position, but also gain an understanding of us as a family and where we truly hope to be in the coming years. It has been a pleasure getting to know and working with Derek and the team at LifeGuide and we look forward to a long term relationship. Highly recommend!
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The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website. LifeGuide Financial Advisors reached out to a random sample of clients requesting voluntary feedback. Clients were not provided any compensation with respect to said testimonials. The testimonial provided is for informational purposes only and is not representative of all client experiences, which may differ substantially. Click here to view all the testimonials received by LifeGuide Financial Advisors on Google My Business.
We help you experience peace, realize freedom, and maximize your impact by providing you wisdom for life’s most important decisions.
Life should be exciting, fun, and deeply fulfilling! Which is why we see money not as the end goal in itself, but simply as a tool to meet needs and turn goals into reality. Offering biblically based financial wisdom, we help our clients lean more fully into the lives they want to live and the causes they want to champion. We believe wise financial management produces peace, freedom, and impact—leading to a deep sense of fulfillment.
We assign every client to an advisory team led by a partner of the firm. We believe that four heads are better than one. Our team approach enables us to serve you better. You won’t be left on your own if an advisor isn’t available.
We don’t just create a financial plan that sits on your shelf; we help you make wise decisions, manage the details, and turn your plans into reality. We answer your calls, return your emails, and talk in terms you understand. We walk with you to help keep you on the path to your goals while helping you pass wisdom and values to your children and grandchildren along the way. In the event of a loss, we are committed to caring for your surviving spouse and family members.
Your future is too important, and financial matters are too complex for cookie cutter answers or simplistic rules of thumb. Wise decision making must consider the tradeoffs of the many interrelated areas of your financial life, and our advisory teams bring the technical competence and curious resolve to get to the right answers for you. We continually educate our advisors, use industry-leading planning technologies, and take the time necessary to make recommendations that are specific to your unique situation.
We have created a flexible service and fee model to allow us to provide you with the services that you need. Our engagement model allows us to work with you whether you have an abundance of resources or are just starting out. We are transparent with our clients about our fees and strive to provide the most value for our services, expertise, and care as possible. Click here for more details.
