At LifeGuide, we believe our job is more than maximizing your net worth by the end of your life—it’s about inspiring and equipping you to live your most faithful and fulfilled life.
“Teach those who are rich in this world not to be proud and not to trust in their money, which is so unreliable. Their trust should be in God, who richly gives us all we need for our enjoyment. Tell them to use their money to do good. They should be rich in good works and generous to those in need, always being ready to share with others. By doing this, they will be storing up their treasure as a good foundation for the future so that they may experience true life.”
– 1 Timothy 6:17-19 (NLT)
We are a fee-only, fiduciary advisor.
Our advice is rooted in biblical principles.
We serve more than 650 families.
We manage over $315 million in assets.
We provide in-depth, team-based service.
*Assets statistics as of 3/10/2023
Meet the Team
Why LifeGuide?
We are proud to operate as a fee-only, fiduciary advisor. This means:
Why LifeGuide?
We are proud to operate as a fee-only, fiduciary advisor. This means:
Why LifeGuide?
Our Christian faith is a foundational part of our culture and mission. As a firm, we:
Why LifeGuide?
We’ve designed our team-based advisory model to overcome the limitations of the traditional “solo advisor” approach. Your team:
Why LifeGuide?
We’ve designed our team-based advisory model to overcome the limitations of the traditional “solo advisor” approach. Your team:
Each month, we contribute a percentage of our proceeds to the LifeGuide Impact Fund. Since its inception in 2014, we’ve donated more than $611,000 through the LifeGuide Impact Fund to organizations meeting real needs in their communities. This means, as a client of LifeGuide, you’re making a difference in more lives than you know.
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Kingdom Advisors is an organization dedicated to equipping Christian advisors with biblically-based wisdom and planning processes. We’ve embedded many aspects of KA’s biblical framework into our own Financial Life Planning. Many members of our team carry the Certified Kingdom Advisor® (CKA®) designation.
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We have been long-time fans of Ramsey’s financial principles and Financial Peace University. We integrate Ramsey’s principles into our advice and embrace their “heart of a teacher” style of financial consulting.
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We have been long-time fans of Ramsey’s financial principles and Financial Peace University. We integrate Ramsey’s principles into our advice and embrace their “heart of a teacher” style of financial consulting.
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We help followers of Jesus align their finances with their faith to experience lasting peace, realize true freedom, and make an eternal impact. Our cultural DNA is rooted in helping those with complex financial needs get the depth of planning, technical expertise, and hands-on implementation they need.
We provide comprehensive Financial Life Planning, Investment Management, and Survivor Assistance services—all rooted in the teachings of Jesus. We believe that, for us, following Jesus requires us to be excellent at what we do. After all, how well we help our clients manage what God has entrusted to them is a direct reflection of our faith.
We believe everything is God’s, everyone is created in His image, and we are all called to play a part in His grand story. As a result, we care deeply about relationships and focus on maximizing our eternal impact—not just making a profit. We strive to treat everyone who crosses our path with the kindness, respect, and integrity they deserve.
LifeGuide Financial Advisors is a fee-only, fiduciary advisor. Being fee-only provides the most transparent and objective compensation model for our client relationships.
Financial advisors are compensated in three main ways:
Both commission-based and commission & fee advisors receive some compensation from the products they recommend. Because conflict of interest is inherent in commission transactions, these advisors may have difficulty putting your interest above their own.
On the other hand, fee-only financial advisors are only compensated by their clients. They do not receive any commissions or other compensation from the products they recommend. This minimizes conflicts and clears the way for advisors to always act in your best interest (as a fiduciary).
Because LifeGuide is a fee-only advisor, you can rest assured your team is singularly focused on what’s best for you and your family.
Our faith is an important part of our culture and business. We root our advice in the teachings of Jesus and believe a life well lived is one filled with generosity, contentment, and an eternal perspective. Yet we recognize that we’re all at unique points on our spiritual journeys and make space for our clients. We will bring as much or as little faith perspective as you’re comfortable with.
We don’t do guilt. We inspire.
It’s so easy to get distracted by the temporal pull of the culture we live in that we can lose sight of what is truly most important. If we aren’t careful, our money (and our hearts) can follow us down the unfulfilling roads of “more!”—that pervasive and never-ending desire to keep up with the Joneses. (Who, by the way, are probably trying to keep up with us!)
We take a counter-cultural approach based on Jesus’ highly practical financial teachings, and He had a lot to say!
It’s our goal to inspire you to grow in your relationship with money and to live an abundant and generous life.
We clearly recognize that finances are highly personal, and everyone is on their own journey. Your team will meet you where you are and help you take the next step that is right for you.
In contrast to the traditional solo advisor model, we have built our firm around a team-based advisory approach. We assign every comprehensive service client to a dedicated advisory team. You may contact anyone on your team with any questions!
With a robust support system in place, you can trust that someone who knows you and your plan will be available—regardless of whether one member of your team is away on vacation, requiring medical or parental leave, or even retiring. Our team approach ensures you receive the best possible service from us, while our advisors enjoy fulfilling long-term careers—minimizing advisor/client transitions.
Absolutely. We seek to serve everyone with kindness, respect, and honesty. We have clients from a variety of faith traditions, including those who do not view faith as an important part of their life. While we operate from a Christian worldview, we realize that everyone is at a unique place on their journey. We meet you where you are to help you live intentionally, generously, and impactfully.
At LifeGuide, we want our clients to live their most impactful, fulfilled lives—the lives they’re called to live! We see money not as the end goal in itself, but as a tool to meet needs and turn goals into reality. For every client who comes through our doors, we desire to take the stress, complexity, and fear out of financial management.
LifeGuide Financial Advisors has been a literal financial lifesaver for my family. Prior to working with LifeGuide we were focused on the usual investments and doing OK, but we didn't have a plan for our big life events, our children's education, or our retirement. With LifeGuide, we talked about the future, put a plan together, and are exceeding our goals. They work perfectly with our demanding lives, and have truly considered our values when formulating an investment plan. We actually look forward to our account reviews because the team is great to work with. Can't imagine a better financial partner.As posted in Julie's Google Review
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.