Faith-based financial guidance to transform your chaos into confidence

Get timeless wisdom & expert advice from a financial advisor who understands you

  • Dream big.

  • Build wealth.

  • Be outrageously generous.

Your one life is too precious to be enslaved to worry and what ifs.

shame debt regret

running out of money in retirement

You were created for more.

We’ll give you permission to stop worrying and a roadmap to lifelong stability.

We don’t just care about your money. We care about you and your freedom as a Christian.

And we start with your heart. Because that’s where everything starts.

  • Independent RIA: We are a totally independent Registered Investment Advisory

  • Fee-only, fiduciary: We only work for and get paid directly by our clients, we don’t earn commissions because we don’t sell insurance or so-called investment products

  • We sell life planning: Timeless money wisdom, investment management, and retirement income planning

  • Your guide: Joey Lipp, PhD, ChFC: Financial advisor, award-winning professor, and small business owner

Clients We Serve

Does this (mostly) sound like you?

Your values:

  • You’re a proud U.S. citizen.

  • You seek timeless wisdom about money, and how to apply it to your life.

  • You want to love God and others with your money.

  • You don’t buy into the “be a slave to the 9-5 til I’m 65” retirement mindset, but instead focus on stewardship at every age and season of life.

Your situation:

  • You’re a wisdom-seeking single or couple with an aversion to debt.

  • You’re a current or aspiring business owner.

  • You need help with retirement income planning.

  • You want to be sure that you don’t run out of money in retirement, and being dependent on social security counts as “running out of money in retirement.”

We specialize in three areas:

  1. Retirement income planning

  2. Investment management

  3. Financial planning as stewardship planning

How It Works

  • 1. Discover

    We discover your highest ideals, biggest dreams, and the deepest desires of your heart.

  • 2. Plan

    I customize our 1-page, 5-step plan just for you, taking account of your full financial picture.

  • 3. Flourish

    You flourish as we execute the plan together in wisdom, monitoring and adapting as your life changes.

Make an Appointment