We're here to help you wisely manage all aspects of your finances and walk alongside you as life unfolds. In other words, we'll take care of the math so you can focus on life.
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Money can be an extremely powerful tool for good when handled correctly and given its proper place. Yet, too often, misaligned priorities and mismanaged finances can result in costly mistakes, relational stress, and missed opportunities. That’s where traditional investment-centric advice can miss the mark. Rather than investing for investing’s sake, we design your financial plan and investment portfolio around the people, passions, and causes closest to your heart.
Life is too short for anything less.
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.
Biblical & Counter-Cultural
Our in-depth planning process is designed to help you ruthlessly prioritize what’s most important in your life and provide you with the strategies, confidence, and team to make it all happen.
Learn More ▸Biblical & Counter-Cultural
Our in-depth planning process is designed to help you ruthlessly prioritize what’s most important in your life and provide you with the strategies, confidence, and team to make it all happen.
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Personalized & Integrated
We design, manage, and actively monitor all client portfolios in-house. Your investment strategy deeply integrates with your personalized Financial LifePlan and aligns with your values and convictions.
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Compassionate & Hands-On
Your family is our family. In the unfortunate event of a death, we will be here for your loved ones to help them manage their new financial reality as they navigate through grief.
Learn More ▸Compassionate & Hands-On
Your family is our family. In the unfortunate event of a death, we will be here for your loved ones to help them manage their new financial reality as they navigate through grief.
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As a fee-only, fiduciary advisor, we always act in your best interest. The fees you pay for our services are our only source of income—no kickbacks or commissions ever.
As Christian financial advisors, we root our advice in biblical principles. We help you maintain an eternal perspective, make wise decisions, and live generously.
We assign you to a team of salaried advisors that includes CFP®, RLP®, and CKA® professionals. Your family benefits from your team’s collective experience, expertise, and availability.