As a caretaker of the assets that God has entrusted to you, it is important to make wise, Biblically sound giving decisions. Seeking wise counsel will put you on a path toward becoming a better steward of those God-given resources.
With strategic financial advice and planning advice from a fellow Christian, you can become a blessing to others, including your family, organizations, and causes that are close to your heart.
Call 239.747.7010 or contact us online to get started.
When you partner with us, you’ll speak with a Christian financial advisor who shares your values and beliefs. Together, you can shape your financial strategy and can draft a plan that aligns with those shared values.
As a client, you’ll be able to rely on your advisor to strengthen your financial portfolio, so you can feel secure in your financial stability, while giving generously to your local church, charities, and other causes.
Here are a few distinctions that us apart from most financial advisors.
Relying on a stewardship-centered approach to financial planning, we help you maximize your resources to further God’s work.
Your advisor is always available to answer any questions you may have. We are always just a phone call or email away.
We strive to love Jesus with all our heart and follow His command to love our neighbors as ourselves.
Our Fort Myers office is located in the Premier Executive Center on Summerlin Commons Blvd., just west of route 41. This office serves families, businesses, and nonprofit organizations in Fort Myers, Cape Coral, Sanibel, and other areas in southwest Florida.
The Naples office is located in the Premier Executive Center on Panther Lane, just off Goodlette-Frank Road. This location serves families, businesses, and nonprofit organizations in Naples, North Naples, Vineyards, and other in southwest Florida.
The Tampa office is located right off of Route 75 near Bruce B. Downs Blvd.
This location provides financial planning and advice to families, businesses, and nonprofit organizations in and around Tampa, including Pinellas County, Hillsborough County, and Pasco County.
During your no-obligation consultation, a financial advisor best-suited to your needs will listen to your concerns, help you identify your financial goals, and begin drafting a plan to help you reach your financial goals.
Call 239.747.7010 to begin a conversation about becoming a better steward of what God has entrusted to you.
You may also use the form below to request a phone or virtual consultation.