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Your family's guide for life

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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Fee-Only|Faith-Focused|Team-Based|

Beyond investment-centric advice

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.

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Jon & Lynne Baer

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The intimacy of sharing financial information, and heart's desires, can be daunting initially. We have found LifeGuide, Brien and Brian in particular, to be trustworthy and helpful throughout the process of discovery, planning and execution as it relates to our financial future. Engagement with LifeGuide will necessarily challenge you, and better equip you to prepare for your own financial future. The partnership with Lifeguide has filled in inevitable knowledge and preparatory gaps, and has given us significant confidence that "we can get there from here". Simply put, they are doing work on our behalf that is helping us make wise provisions for both the present and future. Further, while we are still employed, we recognize the benefits of engaging Lifeguide at an early stage of life would have great benefit for anyone. High marks for trust, expertise, being like-minded about the pull and role of money, and for the personal touch that makes us feel valued.

Chris Durant

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My wife and I joined LifeGuide just about 2 years ago. We moved over from one of the huge banks and have been pleased with our decision since Day 1. Zak and his Team guided us through a lot of internal reflection about how we wanted our future to look and then showed us how we could get there. Now fully on board and with Matt as our lead advisor we feel blessed to be a part of such a great group. I have met several other LifeGuide Clients and they all have the same confidence as we do. We receive great personal service, and I look forward to our Quarterly reviews mostly just to see the Team and learn from them. It all starts with Brittany and each time we arrive she sets a great tone for our meeting and Matt really listens and provides us with great advice and direction. I could not recommend a better group of professionals and all-around wonderful people than the Team at LifeGuide.

Robert Teramae

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We are so grateful to have had LifeGuide take care of our financial plannng. We especially want to thank Brian, Brien, and Holly for all that they have done. They have given us the security that we needed with my wife retiring and not having a steady income. By giving us guidance and investing our money, we have been more than adequately taken care of. Also, we feel secure about our future with what they have planned for us. It’s like family taking care of us. We feel we can ask any question we have but their explanations of all that they have done has not required us to ask any. We are so happy and grateful to have our future in their hands. They deserve more than 5 stars!!!

John Nesbitt

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LifeGuide Financial Advisors have been most helpful in guiding my wife and I through major financial decisions, including when to retire, and handled our investments as well. They are able to put financial concepts in terms we both can understand, and we know they have our best interests in mind and heart. We have peace of mind and the assurance that the values of LifeGuide align very well with our own. They are professional and personable at the same time. We are happy to recommend them!

Jane Conway

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I always look forward to meeting with Derek and team for my annual review. Since I am clueless about investing, I appreciate and am thankful for their expertise and how well prepared they are in presenting my portfolio. They are not just concerned about the market, investments, etc., but also how life is for me and my family. They take a lot of time discussing any questions I may have and I never feel rushed or pressured in any way. I highly recommend LifeGuide to anyone who wants to get their finances in order or make sure they are on the right path in whatever season of life they find themselves. Thank you, LifeGuide, for all you do for your clients!

Daniel Goonewardene

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My wife and I spent the last year or so working with Life Guide and it was clear from our first meeting that their team is not just knowledgeable but genuinely dedicated to their clients' financial well-being. Their initial assessment was thorough and personalized. They took the time to understand our financial goals, risk tolerance, and future goals, which made us feel confident that their recommendations were tailored specifically to our needs/goals. Their customer service is always above and beyond. Whether we had a quick question or needed a more in-depth discussion, they were always available and happy to help. We especially appreciated the Christ-centered approach to financial management and will continue to apply the knowledge and principles shared for years to come. Special thanks to Brian & Brien for everything!

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The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website from 2021 onward. 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.

Amy Kronenberg Executive Vice President & Director of Economic Development at GMS Funding Solutions

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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...

Winnie Thuma Retiree

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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.

Kristopher Sledge Lead Pastor at The Journey Church

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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.

Jeff Logue LifeGuide Client

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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!

Jim Makowski Retired Faculty at Messiah University

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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!

Joel Kostelac Principal, Global Engineering Consulting

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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!

Google Reviews Icon displaynoneView all Google Reviews ▸

The presented testimonial is from a current LifeGuide Financial Advisors client and was obtained via a third-party website from 2021 onward. 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.

More than $450k to invest?

Our services

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Biblical & Counter-Cultural

Financial Life Planning

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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Biblical & Counter-Cultural

Financial Life Planning

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

Investment Management

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

Survivor Assistance

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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Compassionate & Hands-On

Survivor Assistance

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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Less than $450k to invest?

LifeGuide Essentials

We serve clients at all asset levels. For those with less than $450k to invest, we’ve designed LifeGuide Essentials to provide a laser-focused, two-part approach to financial guidance—starting with an initial plan to get you on track, followed by ongoing coaching, advice, and investment management to help you stay there. For Dave Ramsey fans, LifeGuide Essentials is the perfect next step in your Financial Peace University journey!

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Planning & advice only

LifeGuide Hourly

Perhaps you prefer to manage your own investments but want some professional guidance to help you avoid blind spots. Or maybe you’re already working with an advisor but would value a second opinion or a faith-based perspective. If you don’t need ongoing investment management, LifeGuide Hourly is for you! You’ll work alongside a dedicated CFP® professional to answer your questions, provide analysis, and audit your financial strategies—billed by the hour and without a long-term commitment.

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Planning & advice only

LifeGuide Hourly

Perhaps you prefer to manage your own investments but want some professional guidance to help you avoid blind spots. Or maybe you’re already working with an advisor but would value a second opinion or a faith-based perspective. If you don’t need ongoing investment management, LifeGuide Hourly is for you! You’ll work alongside a dedicated CFP® professional to answer your questions, provide analysis, and audit your financial strategies—billed by the hour and without a long-term commitment.

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A trusted partner for your journey ahead

Fee-Only

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.

Faith-Focused

As Christian financial advisors, we root our advice in biblical principles. We help you maintain an eternal perspective, make wise decisions, and live generously.

Team-Based

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.

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Align your faith and finances
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