Navigate life’s crossroads with clarity, confidence, and purpose.
LifeGuide Financial Advisors is a fee-only, fiduciary financial planning firm specializing in guiding Christian families through the loss of a spouse, the sale of a business, a career change, or retirement. We are based in South Central Pennsylvania and serve clients across the country.
Align your finances with your Christian faith
- Faith-driven financial guidance designed to strengthen your faith and maximize your peace, freedom, and eternal impact—not just your worldly wealth.
- Fee-only, independent advice from a team of salaried, fiduciary advisors who walk alongside you with the heartfelt care of a true advocate—not commissioned salespeople.
- Deeply comprehensive, highly analytical planning and investment management that align all areas of life—not isolated investment & tax advice.
Who We Help
Is LifeGuide a good fit for you?
We guide Christian families through life’s biggest financial crossroads so they can move forward with clarity, confidence, and purpose. We prioritize long-term relationships, guiding our clients through meaningful transitions and helping them make wise decisions over time.
Specifically, we specialize in serving:
- Widows navigating the loss of a spouse or preparing for that reality
- Business owners preparing to sell or step away from their business
- Pre-retirees looking to retire in the next five to ten years
- Working professionals looking to change careers
- Christian families who want their financial decisions to reflect their faith and values
Flexible service offerings designed to meet your needs
Full-Service Financial Planning & Investment Management
Our full-service offering integrates comprehensive financial life planning with in-house portfolio design and investment management. It’s designed for those who want a trusted partner to help them develop a plan, manage their assets, and provide ongoing guidance to help them “live it out!”
Full service is usually best for those…
- Looking for a trusted advisor to make sure things are not just planned well, but actually carried out and maintained over time
- Managing significant assets and wanting their entire financial picture—including their plan, investments, and tax and giving strategies—are all coordinated and actively managed for them
- Feeling the burden of staying on top of everything themself and ready to hand off the ongoing responsibility to a team they trust
- Tired of piecing together advice and execution across different places, and prefer for a more integrated, “done-for-you” approach
Full-Service Financial Planning & Investment Management
Our full-service offering integrates comprehensive financial life planning with in-house portfolio design and investment management. It’s designed for those who want a trusted partner to help them develop a plan, manage their assets, and provide ongoing guidance to help them “live it out!”
Full service is usually best for those…
- Looking for a trusted advisor to make sure things are not just planned well, but actually carried out and maintained over time
- Managing significant assets and wanting their entire financial picture—including their plan, investments, and tax and giving strategies—are all coordinated and actively managed for them
- Feeling the burden of staying on top of everything themself and ready to hand off the ongoing responsibility to a team they trust
- Tired of piecing together advice and execution across different places, and prefer for a more integrated, “done-for-you” approach
Hourly Financial Planning
Our hourly planning packages are designed for those who prefer to manage their own portfolio but want a comprehensive plan or a trusted second opinion. Our hourly engagements offer fiduciary guidance tailored to your needs and grounded in biblical principles—all without any ongoing asset management fees.
Hourly planning is usually a great fit for…
- An independent investor who wants to manage their own portfolio but would value a second opinion or professional validation
- A couple preparing for the future who want to have a trusted advisor in place for a surviving spouse
- Someone already working with an advisor who provides investment management but lacks comprehensive financial planning
- Someone seeking professional financial advice without ongoing asset management fees
- Anyone looking for guidance on applying countercultural, Christian faith-based wisdom to their day-to-day financial management
Why Clients Choose LifeGuide
- Team of Christian financial planners includes CFP® and CKA® professionals
- Fiduciary, fee-only advisory firm
- Highly communicative and responsive
- Salaried advisors—no commissions or kickbacks
- Deeply comprehensive planning
- In-house investment management
- Biblical framework for financial decisions
- Flexible service offerings—AUM or Hourly
Jon & Lynne Baer
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
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
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
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
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
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.
How to get started today
Explore
Schedule your Exploration Meeting
The first step in our journey together is a complimentary Exploration Meeting where we’ll get to know each other and define what you’re looking to accomplish through our work together.
Decide
Review your proposal
Following your Exploration Meeting, we’ll provide you with a clear proposal outlining what we’ll do together and how much it will cost.
Begin
Start your journey
If your proposal looks good and you want to move forward, we’ll schedule your next Financial Life Planning meeting and begin our journey together!