fbpx ^

Finances don’t have to be stressful.

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.

Let's Get Started
Experience Peace|Realize Freedom|Maximize Your Impact|

Am I on track?

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.

Let's Get Started Our Services & Fees

Kim’s Story

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.

Who is LifeGuide?

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

Meet The Team

Financial Life Planning

Plan for tomorrow, fully experience today.

Learn More »

Investment Management

Invest wisely to support your goals and values.

Learn More »

Income & Asset Protection

Protect what matters most.

Learn More »
Home

You first, always.

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.

Let's Get Started » About Us »

You first, always.

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.

Let's Get Started » About Us »
Home

Team-based. Because more heads are better than one.

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 »
Home
Google Reviews IconView all Google Reviews »

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.

How We Work Together

  1. Complete a five-minute online Intro Questionnaire

    We offer everyone a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other. To provide a bit of background prior to our meeting together, we ask everyone to first complete a brief online Intro Questionnaire.

  2. Schedule your FREE Exploration Meeting

    Next, we’ll schedule your complimentary, no-pressure Exploration Meeting with one of our Senior Advisors. Bring your questions—nothing is off limits! After our meeting, we will let you know exactly how we could help and how much it will cost. As a thank you, we’ll donate $50 to a charity of your choice—whether you become a client or not!

  3. Create and implement your Financial LifePlan

    Finally, once we receive a “yes, let’s work together!” from you, we get to work building your Financial LifePlan. However, a plan is only useful if it’s properly implemented! So, we walk alongside you as your life unfolds to help you stay on track, navigate important life decisions, and correct course as needed.

Welcome, Dave Ramsey fans!

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.

SmartVestors Start Here
Our purpose is simple.

We help you experience peace, realize freedom, and maximize your impact by providing you wisdom for life’s most important decisions.

We understand it's about more than money.

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.

You have a trusted team.

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.

Learn more about our team-based approach »

We're here for you and your family.

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.

We look at your entire picture.

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.

Fees you can understand.

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.

Helping you achieve financial peace, freedom,
and a lasting impact.

Let's Get Started