Honor God and do beautiful things with your money

Get a faith-based financial advisor who understands you

  • Dream big.

  • Build wealth.

  • Be outrageously generous.

Do you know what’s in your investment portfolio?

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Good news — You don’t have to choose between faithful investing and financial returns. We help our clients never run out of money in retirement with investment portfolios that honor God.

Make An Appointment

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: We are an independent firm

  • Fee-only, fiduciary: We only work for and get paid by our clients

  • We sell stewardship planning: Timeless wisdom, biblically-faithful investing, & retirement income planning

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

Make An Appointment

Clients We Serve

Does this sound like you?

Your values:

  • You seek biblical wisdom about finances, and how to apply it to your life.

  • You’re a proud U.S. citizen.

  • You want to love God and love 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 investing as a person of faith.

  • 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.”

Schedule A Free Meeting

We specialize in three areas:

  1. Biblically faithful investing

  2. Retirement income planning

  3. Financial planning as stewardship planning

Schedule a Free Appointment

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