Faith Based. Fiduciary Driven.

Investment Management, Financial Planning & Advice, and Retirement Planning.

Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden.

Faith Based. Fiduciary Driven.

Investment Management, Financial Planning & Advice, and Retirement Planning.

Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden.

Faith Based. Fiduciary Driven.

Investment Management, Financial Planning & Advice, and Retirement Planning.

Matthew 5:14 – You are the light of the world. A city set on a hill cannot be hidden.

Headquartered in New Braunfels, Texas since 1993. Serving Clients Nationwide.

FINANCIAL ADVISORY SOLUTIONS

We act as your guide helping you make wise financial decisions throughout life. We offer multiple fee-based financial advisory solutions to fit your needs and specific situation.
*Minimum of $100K in Investable Assets

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FAITH BASED

We incorporate wisdom, stewardship, and Christian values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.

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FIDUCIARY DRIVEN

We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.

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Check out our recurring podcast with Bob Barber and Shawn Peters on what God’s word says about money.

Click Any Image Below To Watch One Of Our Video Episodes

 

110 - A Christian's Response To Today's Investment Uncertainty

Recorded Apr 27, 2022
 

109 - Investing During Turbulent Times

Recorded Apr 22, 2022

Click On Any Of The Images Below To Listen To Our Top Podcast Episodes

107 – Christian Financial Principles Part 1
108 – Christian Financial Principles Part 2
93 – Dealing with Investment Uncertainty
75 – The Question of Ownership
73 – Finding God’s Purpose During Retirement
89 – Traits to Look for in a Financial Advisor

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Learn more about Christian Financial Advisors and how to get started.

Make A Positive Change With Your Investments

Investing Can Be More Than Just Returns

Values based investing gives you the opportunity to invest in companies that are making a positive change in our society. We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.

Biblically Responsible Investing

Make A Positive Change With Your Investments

Investing Can Be More Than Just Returns

Values based investing gives you the opportunity to invest in companies that are making a positive change in our society. We offer many choices for those that would like to help make our world a better place both now and for generations to come. Become part of the values based movement today.

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