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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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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.

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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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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