Honor God Through Faithful Financial Stewardship
Biblically responsible investment management and financial planning for Christian families — guided by 133+ years of combined experience and an unwavering commitment to your best interest.
Our Services
Comprehensive Financial Guidance Rooted in Biblical Wisdom
We walk alongside you through every season of life — building, protecting, and stewarding the resources God has entrusted to you. As a fiduciary firm, we always act in your best interest.
Investment Management
Actively managed portfolios aligned with your values, goals, and risk tolerance — all screened through our biblically responsible investing framework.
Learn more →Financial Planning
A living financial plan that adapts as your life does — covering retirement, taxes, education, insurance, and more, grounded in biblical stewardship.
Learn more →Retirement Planning
Guidance through accumulation, income distribution, and legacy — so your retirement honors both your family's needs and your stewardship calling.
Learn more →Estate Planning
Coordinating with your attorney to structure the transfer of your assets wisely — protecting your family and ensuring your wishes are honored.
Learn more →Planned Giving
Strategic charitable giving that creates multigenerational legacies, optimizes tax benefits, and funds the causes closest to your heart.
Learn more →Trust Services
Personal trust administration through a corporate trustee, coordinated with our investment management to protect your family's legacy long-term.
Learn more →Who We Are
Our Mission & Vision
Our Mission
Provide the best Biblical advice and investment management for investors to honor God during their careers, retirement, and beyond.
1 Corinthians 10:31 — "Whatever you do, do everything for the glory of God."
Our Vision
Every Christian stewarding their resources to honor God and expand God's Kingdom for generations.
Proverbs 13:22 — "A good man leaves an inheritance to his grandchildren."
Our Core Values
The Principles That Guide Everything We Do
Not words on a wall — they shape how we answer the phone, how we respond under pressure, and how we serve you in your most vulnerable moments.
Love
Love God, and love people in everything we do — the foundation of every interaction.
Excellence
Our standard isn't what the client would notice — it's set by the Lord we serve.
Integrity
Doing the right thing even when no one is watching — the price of admission in a fiduciary relationship.
Prudence
Wisdom over impulse — thoughtful, measured decisions as stewards of God's resources.
Why Choose Us
Faith-Driven Expertise You Can Trust
We're not a generic firm that happens to serve Christians. Biblical stewardship is woven into every decision we make — from how we screen investments to how we structure your financial plan.
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Biblically Responsible Investing
Every investment is screened through our BRI framework — investing in responsible companies and avoiding those that contradict biblical values.
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Fiduciary Commitment
As a registered fiduciary, we're legally obligated to act in your best interest. Our fee-only structure means no commissions — ever.
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Team-Based Approach
You're supported by an experienced team of advisors, planners, and service professionals — over 133 years of collective expertise.
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Serving Clients Nationwide
Offices in New Braunfels and Rockport, Texas and Land O' Lakes, Florida — serving families across the country, virtually and in person.
Client Reviews
What Our Clients Say
5.0 Rating from 31+ Google Reviews
Video Library
Biblical Wisdom, On Demand
Watch teaching videos, client how-tos, and our full Christian Financial Perspectives archive — including 100+ audio-only episodes from the early years. Practical, faith-rooted guidance for every season of life.
Ready to Steward Your Resources with Confidence?
Schedule a complimentary consultation to learn how we can help you align your finances with your faith — and build a plan that honors God during your career, retirement, and beyond.