Christian Financial Planners Directory

This page is dedicated to helping you find a Christian Financial Planner, Christian Financial Advisor, specialist, consultant, or anything else. You can browse by State below to find a Christian Financial Planner in your state.


Why you may want to hire a Financial Planner

Why you should hire a financial advisorAs an investor – whether you are a onovice or seasoned veteran – there may come a time when you may want to hire a financial advisor. There are several reasons why you might do this:

  • You don’t feel that you have the skills or experience necessary to successfully invest your own money.
  • You may decide that you would rather spend your time working on your career or business, rather than on your investments.
  • You may want to diversify into different asset classes that you don’t entirely understand.
  • You may be unsatisfied with the performance of your self-directed investments, and decide it’s time to bring in some professional help.
  • You may decide that you want to seek higher returns from individual stocks, rather than relying entirely on mutual funds or exchange traded funds (ETFs), in which case you might need professional management.

A financial advisor can help you with all of these.

What a Financial Advisor does

A financial advisor is an investment specialist, someone who works in investing as a primary career. They can function either as investment advisors – making recommendations that you will choose to invest in (or not) – or act as an active manager of your account. Active management would include not only investment security selection, but also asset allocations within your portfolio.

The advisor can be completely independent – which is preferred – or act as an agent for an investment firm. However, even independent financial advisors typically work with a large investment brokerage firm, which they use as a trading platform for their client’s portfolios. For this reason, they may require that you move any asset positions you have into an account with the brokerage firm that they prefer.

A financial advisor can be compensated either by earning commissions on the investments they put you into, or on a direct compensation method that can be based on an hourly rate, a flat fee, or even a percentage of your investment portfolio.

The advantages of using a Financial Advisor

We cited the reasons why you might choose to use a financial advisor, but there are advantages even beyond those:

  • A financial advisor may have a successful investment track record, as indicated to you by trusted friends and business associates.
  • A financial advisor frees up your time by taking over your investment management, lowering the stress in your life and giving you more time to work on other pursuits.
  • Though investment information is widely available on the Internet, a financial advisor has the advantage of working in the business full-time, and knowing where to find most relevant information.
  • Though many people do well with do-it-yourself investing during bull markets, bear markets can present a bigger challenge; you may decide to go with a financial advisor if the market starts looking choppy and uncertain.

What you should look for in a financial advisor?

An investment advisor is not the kind of professional that you would want to select out of the phone book. There is very specific criteria that you want to know before hiring an advisor.

Some of the factors that should be a part of your decision include:

  • Independence – All kinds of career fields can use the term financial advisor; you will have to make sure that he is not employed directly by the company whose products he sells – that will provide incentive for him to put you into those products, rather than superior investments that may be available elsewhere.
  • References – You should have references from at least three or four trusted sources as to the validity and success of a financial advisor.
  • Track record – A financial advisor should be able to provide you with some sort of independent verification of his investment performance; if nothing else, you should be able to verify this from personal references.
  • Fee structure – You should steer clear of financial advisors who are compensated by commission – that will incentivize the trading of investments to generate fee income. A flat fee arrangement is preferred, since it makes it easier for the financial advisor to be objective about your investment portfolio.

Speaking of fees, this could be one of the major negatives about using a financial advisor. When you have a personal, hands-on financial advisor, the fees can be steep. Depending upon the size of your portfolio, the fees can range anywhere from 2% to 8% (or even more) of your portfolio. Not only will this reduce your investment returns, but you’ll also have to pay the fee even if your portfolio loses money.

Start your search for an advisor in our Christian Financial Advisor Directory

Using an Online Wealth Manager as an alternative

Thanks to the Internet, there is a way to get professional investment advice without having to pay high fees to a personal financial advisor. One such option is the wealth management service Personal Capital. It can offer you personal investment management at a fraction of the fees that you will pay to an independent financial advisor.

Personal Capital offers a free service that will help you monitor all of your financial accounts in real time, including bank assets and retirement plans. They provide asset allocations, a 401(k) fee analyzer tool (to help you solve the mystery of how much you’re really paying in fees on your 401(k) plan), and even tax harvesting of your investments.

For a small fee, they will also add personalized portfolio management. They will directly manage your investments in the way that a personal financial advisor does, but including all of the services provided under the free service.

The fee for personalized portfolio management is 0.95% of your investments under management, up to $250,000. After that, there’s a sliding scale that lowers the fee for your portfolio, dropping down to .75% if you have more than $5 million under management. Once again, the good thing about the flat fee is that there is no incentive for Personal Capital to trade your account for the purpose of generating fee income, or to steer you into “preferred investments“.

Personal Capital will also enable you to monitor your investments in real time, either from your computer or smartphone.

If you want professional investment advice and management – similar to that provided by a financial advisor – without paying the high fees, Personal Capital could be exactly what you’re looking for. For information check out our Personal Capital Review or visit their website.

How financial planners get paid

Christian Financial plannerWhen selecting a financial planner you should be aware of how he/she is getting paid. There are various compensation structures for financial advisers, but the following four are what you are most likely to see.

Traditional commission-based

These planners get paid commission on each product you buy. If you buy a stock, a mutual fund, get a loan, or anything else, they get a commission. Examples of these types of commissions:

  • One-time sales rewards, such as mutual fund “loads,” or the upfront payments that come from selling cash-value life insurance or annuities
  • Ongoing, annual service payments, such as annual commissions paid to insurance agents upon policy renewal
  • Commissions paid for transactions, such as buying and selling shares of stock

Fee-based on percentage of assets

Some financial planners charge a straight percentage of your total assets on an annual basis. Expect to pay at least 1%, but some advisors may charge a lot more. This is the most common arrangement for paying an independent financial planner and has been increasing in popularity.

Flat fee for a one-time financial plan

You will likely pay a large upfront fee. Expect it to be many thousands of dollars. They will often provide a very detailed write up about your financial details including recommendations for action.

Fee-based on an hourly rate

This arrangement is similar to that of a personal lawyer. They get paid for each billable hour they work. The more work you do for yourself, the more you save. The more you pass off to them, the more it costs.

“Fee-only” financial planners

Be aware that “fee-only” is not the same as “fee-based”. As the name suggests a “fee only” financial advisor only gets compensated by the fee. Whereas a “fee-based” advisor may also receive other forms of commissions.

Financial Planner and other advisors credentials

As you browse and compare financial planners you will notice that many of them have special designations attached to their names. The designations should aid your search and should not be your sole deciding factor when choosing a financial planner.

  • CFP – Certified Financial Planner – awarded by the Certified Financial Planner Board of Standards, Inc.
  • CFA – Chartered Financial Analyst – awarded by the Institute of Chartered Financial analysts
  • CPA – Certified Public Accountant
  • ChFC – Chartered Financial Consultant – awarded by the American College of Bryn Mar, Pennsylvania
  • MBA – Master of Business Administration
  • RIA – Registered Investment Adviser
  • RR – Registered Representative
  • AEP – Accredited Estate Planner – awarded by the National Association of Estate Planners and Councils
  • AAMS – Accredited Asset Management Specialist – awarded by College for Financial Planning
  • CFM – Certified Financial Manager
  • CIC – Chartered Investment Counselor – awarded by the Investment Advisor Association
  • CIMA – Certified Investment Management Analyst
  • CLU – Chartered Life Underwriter
  • CPCU – Chartered Property Casualty Underwriter
  • PFS – Personal Finance Specialist – awarded by the American Institue of Certified Public Accountants
  • CMA – Certified Management Accountant
  • CMC – Certified Management Consultant
  • CMT – Chartered Market Technician
  • REBC – Registered Employee Benefits Consultant
  • RHU – Registered Health Underwriter
  • AIFA – Accredited Investment Fiduciary Analyst – awarded by Center for Fiduciary Studies
  • AWMA – Accredited Wealth Management Advisor – awarded by College for Financial Planning
  • CAIA – Chartered Alternative Investment Analyst – awarded by Chartered Alternative Investment Analyst Association
  • CAP – Chartered Advisor in Philanthropy awarded by The American College
  • CASL – Chatered Advisor for Senior Living – awarded by The American College
  • CDFA – Certified Divorce Financial Analyst – awarded by The Institute for Divorce Financial Analysts
  • CEP – Certified Equity Professional – awarded by Certified Equity Professional Institue
  • CFE – Certified Financial Educator – awarded by Heartland Institue of Financial Education
  • CFS – Certified Fund Specialist – awarded by The Institute of Business & Finance
  • CIMA – Certified Investment Management Analyst – or Certified Investment Consultant (CIMC) awarded by Investment Management Consultants Association
  • CLTC -Certified in Long-Term Care -awarded by the CLTC Board of Standards, Inc.
  • ChFEBC – Chartered Federal Employee Benefits Consultant- awarded by the Federal Employee Benefit Specialist, Inc.
  • CLU – Chartered Life Underwriter – awarded by The American College
  • CMFC – Chartered Mutual Fund Counselor – awarded by the College for Financial Planning
  • CPWA – Chartered Private Wealth Advisor – awarded by the Investment Management Consultant Association
  • CRC – Certified Retirement Counselor – awarded by the International Foundation for Retirement Education
  • CRPS – Chartered Retirement Plans Specialist – awarded by the College for Financial Planning
  • CTFA – Certified Trust and financial Advisor – awarded by the Institue of Certified Bankers
  • CWS – Certified Wealth Strategist – awarded by Cannon Financial Institute, Inc.
  • FIC – Fraternal Insurance Counselor – awarded by the Fraternal Field Manager’s Association
  • FICF – Fraternal Insurance Counselor Fellow – awarded by the Fraternal Field Manager’s Association
  • FSA – Fellow of the Societ of Actuaries – awarded by the Society of Actuaries
  • FSS –  Financial Services Specialist – awarded by The American College
  • LUTCF – Life Underwriter Training Council Fellow – awarded by The American College
  • PRP – Plansponsor Retirement Professional – awarded by The PLANSPONSOR Institute
  • REBC – Registered Employee Benefits Consultant – awarded by The American College
  • RFC – Registered Financial Consultant – awarded by The International Association of Registered Financial Consultants
  • RHU – Registered Health Underwriter – awarded by The American College
  • RP – Registered Paraplanner – awarded by the College for Financial Planning
  • CRPC – Chartered Retirement Planning Counselor – awarded by the College for Financial Planning
  • CFCA – Christian Financial Consultant and Advisor awarded by the National Association of Christian Financial Consultants, Inc.
  • CSA – Certified Senior Advisor award by the Society for Certified Senior Advisors, Inc.
  • Kingdom Advisor – awarded by the Kingdom Advisors (Ron Blue’s organization)

10 Questions to ask your financial advisor

Use these as a guide for finding the best planner for your particular situation.

  1. What are your qualifications and background in financial planning?
  2. What services do you provide?
  3. How does your faith affect your investment philosophy/strategy and recommendations for clients?
  4. How are you paid?
  5. How much do you typically charge?
  6. What products do/don’t you put clients into?
  7. What is your average portfolio size and life stage?
  8. What resources do you have to address issues outside your area of expertise?
  9. How do you communicate with clients? How often?
  10. Will I work with anyone else in your office?

Alabama

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Alaska

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Arizona

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Arkansas

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California

Jeremy S. Becker

jeremysbecker

Address: Main Office: 51791 Road 426, Oakhurst, CA 93644
Southern Valley Office: 4320 W. Mineral King Ave., Visalia, CA 93291
Northern Valley Office: 575 E. Locust Ave., Fresno, CA 93270

Phone: (559) 641-5533

Website: InheritanceBuilders.com

Email: [email protected]

Notes: Inheritance Builders is committed to helping our clients achieve quality stewardship of His resources, while encouraging the building of a multi-generational legacy of Spiritual dependence upon God. Services provided include financial planning, stocks, bonds, mutual funds and annuities. Our fee-only investment management uses proven strategies for growth. Our counsel is provided from a Biblical worldview understanding that God owns it all and He has entrusted us to manage our resources for His kingdom.

Disclaimer: Investment Advisor Representative of Jeffery C. Welch and Associates, Inc. A Registered Investment Advisor: 905 Lenosa Lane, Atascadero, CA 93422.

Guy Baker

Guy Baker | Christian Financial Advisor in Irvine, CA

Managing Director, CFP, ChFC MSFS, MBA

Company: Baker Jensen Investment Advisors

Address: 15520 Rockfield Blvd. Suite G, Irvine, CA 92618

Phone: (949) 900-0099

Website: www.bakerjensen.net

Email: [email protected]

Notes: BJIA provides financial planning and investment management to families interested in preserving their “sleep” capital. Using Modern Portfolio Theory strategies, BJIA has been managing and protecting client portfolios since 1993. Guy was recently recognized as one of Worth Magazine’s top 250 Advisors, nationally. BJIA #1 value is to be there for there clients. To not waiver in the storms and be of assistance whenever there are problems and questions.

Disclaimer: BJIA is a Registered Investment Advisor. Their recommendations and portfolios are based on adherence to the the MPT research. BJIA is not a custodian for the funds and does not have discretionary control over the underlying investments in the funds chosen for their portfolios. BJIA is not a fiduciary and does not make investment decisions for clients.

Kalvin Sid

Kalvin Sid | Christian Financial Advisor in San Mateo, CA

CFP, MBA

Company: Sid Financial Services

Address: 1670 S. Amphlett Blvd. STE 214 San Mateo, CA 94402

Phone: (650) 378-8588

Website: Sidfinancial.com

Email: [email protected]


Notes:
Kalvin is an independent investment professional who helps individuals, families, and small businesses to use their resources to accomplish their goals according to their values. I use financial, tax, risk management and education planning to form a foundation for my clients’ financial future. I utilize a diversified portfolio to help my clients minimize the fluctuations of a volatile market.

Kalvin started working in the financial services industry in 1992 where he discovered he has a passion for teaching his friends and co-workers about money and helping them get out of debt. He has a bachelor in Economics from UCLA and an MBA in finance from the Marshall School of Business from USC. He has achieved the CFP© certification which the Wall Street Journal rates as the gold standard in personal financial planning. Kalvin is a Qualified Kingdom Advisor as well as a Dave Ramsey Endorsed Local Provider for Investments.

Disclaimer: Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Sid Financial Services is not an affiliate of NEXT Financial Group, Inc.

Colorado

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Connecticut

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Delaware

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District of Columbia

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Florida

Dale P. Beals

President

Dale P. Beals | Christian Financial Advisor

Company: Dale Beals Financial Wisdom LLC

Address: 128 Captains Circle, Hendersonville, TN 37075

Phone: 615-414-1942

Website: PortfolioWisdom.com

Email: [email protected]

Notes:

Dale Beals Financial Wisdom LLC, is a fee-only Registered Investment Advisor(RIA). We are independent, and not affiliated with any broker-dealer, bank, or insurance company. We do not sell any financial products. Rather, we focus on managing investment portfolios for our clients. As an RIA, by law, we have accepted a fiduciary relationship with our clients, which legally requires us to put client interests first (unlike traditional brokerage, insurance, or bank advisors).

We also provide the mobile app PortfolioWisdom, which changes everything for the Individual Investor managing their 401k or their own investment accounts. This is a tool that helps the individual effectively manage his portfolio risk and asset allocations without spending an arm and a leg on commissions, annual fees, or subscriptions. This app runs on recent iPhones, Android devices (including Kindle), and the Chrome and Safari browsers.
The subscription cost for this app is $10 every two years. The methodology underlying PortfolioWisdom is the same one that Mr. Beals uses as a tool in managing his clients’ portfolios.

Disclaimer: Not Affiliated with SeedTime.com.

R. Joseph Ritter, Jr.

CFP

R. Joseph Ritter, Jr. | Christian Financial Advisor

Company: Zacchaeus Financial Counseling, Inc.

Address: PO Box 1981, , Hobe Sound, FL 33475

Phone: 866-862-2220

Website: http://zacchaeusfinancial.org/

Email: [email protected]

Notes:

R. Joseph Ritter, Jr. CFP® is a professional financial planner and founder of Zacchaeus Financial Counseling, Inc., a 501(c)(3) non-profit organization. He provides financial planning, financial counseling, and financial coaching to individuals regardless of their ability to pay. The organization serves low and middle income households, households in crisis, and households experiencing financial stress or strain. He also serves ministers, missionaries and other Christian ministry personnel. R. Joseph Ritter, Jr. CFP® holds a Masters degree in World Mission and Evangelism from Asbury Theological Seminary.

Disclaimer: Zacchaeus Financial Counseling, Inc. is a 501(c)(3) non-profit organization. As such, we impose income limits and certain other criteria on the clients we accept. To become a client of the organization, individuals must generally be in a low to middle income bracket or have a verifiable demonstration of need. Not Affiliated with SeedTime.com.

Hawaii

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Georgia

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Idaho

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Illinois

Jeff Rose

CFP®

Jeff Rose | Christian Financial Advisor

Company: Alliance Wealth Management, LLC

Address: 115 S. Washington, Carbondale, Illinois

Phone: 6184576525

Website: http://www.alliancewealthmgmt.com/

Email: [email protected]

Notes:

Jeff Rose is a certified financial planner professional, CEO and Founder of Alliance Wealth Management LLC, an investment advisory firm.

Jeff is an Iraqi combat veteran having served in the Army National Guard for 9 years, including a 17 month deployment to Iraq in 2005.

He is the founder of GoodFinancialCents.com, recognized by Kiplinger’s as one of their Top 10 money blogs you should read, and author of Soldier of Finance — his book that combines his military background with his financial planning knowledge. He is also the editor of LifeInsurancebyJeff.com.

Disclaimer: Not Affiliated with ChristianPF.com.

Tom Prybylo

Tom Prybylo | Christian Financial Advisor in Illinois

President, MBA Finance

Company: Integrity Financial Management

Address: 21W715 Glen Crest Drive, Glen Ellyn, Il 60137

Phone: 630-942-9005

Website: www.integrityfm.com

Email: [email protected]

Notes: We are an independent financial planning/wealth management firm, and a member of Kingdom Advisors. We stand behind our motto of: Trust, Integrity and Service and our dedicated team of professionals focus on helping you and your family achieve your financial goals. We understand the importance of having the assets and income to send your children to the right schools, enjoy a comfortable retirement, and have financial independence late in life. Our team focuses on personalized planning and asset management to better help you and your family meet these goals. When you are our client you will have the financial peace of mind of knowing your assets and financial future are in the hands of trustworthy experts

Disclaimer: Securities offered through Crown Capital Securities, LP; member FINRA/SIPC.

David A. Nielsen

David A. Nielsen | Christian Financial Advisor in Illinois

Registered Representative & Investment Advisor Representative, AEP, CAP, CFCA, ChFC, CSA, LUTCF

Company: CFD Investments, Inc. & Creative Financial Designs, Inc.

Address: 112 Sherwood Drive, Cary, Il 60013

Phone: 847-639-3215

Website: www.davidanielsen.com

Email: [email protected]

Notes: What are your goals? Have you considered whether you want the Federal Government or State Government to be your largest heir? My mission is to guide clients, businesses, and charities in the process of establishing their financial,personal,and business goals through the proper stewardship of money, possessions, and talents.

Disclaimer:Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer. Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, Indiana 46902-4167, Phone Number (765)453-9600.

Indiana

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Iowa

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Kansas

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Kentucky

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Louisiana

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Maine

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Maryland

Lazetta Rainey Braxton

CFP ®

Lazetta Rainey Braxton | Christian Financial Advisor in MD

Company: Financial Fountains

Address: 300 East Lombard Street, Suite 840, Baltimore, MD 21202

Phone: (888) 683-4093

Website: www.financialfountains.com

Email: [email protected]

Notes: I assist individuals, families, and institutions with achieving financial well-being and contributing to the common good through financial planning, investment management, and educational presentations.

Disclaimer: Not Affiliated with ChristianPF.com.

Massachusetts

John F. Harrison

Certified Financial Planner ™

John Harrison | Christian Financial Advisor in Boston, MACompany: Aspire Financial Advisors

Address: 275 Grove St. Suite 2-400, Newton, MA 02466

Phone: (617) 663-5764

Website: www.aspirefa.com

Email: [email protected]

Notes: There is no shortage of financial information and opinions out there. What most people want is a way to cut through all the clutter and figure out what to do next. We can help.

Aspire Financial Advisors is committed to providing you the most current financial tools and techniques married to timeless biblical principles. Areas of specialty include retirement income planning, portfolio management and charitable gift planning for individuals, and educational seminars for Christian organizations.

Disclaimer: Securities offered through Investors Capital Corporation, member FINRA/SIPC. Advisory services offered through Investors Capital Advisors, 230 Broadway, Lynnfield, MA 01940. Aspire Financial Advisors is fully independent, and not affiliated with Investors Capital Corporation.

Michigan

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Minnesota

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Mississippi

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Missouri

Michael Farris

CPA, PFS – LPL Registered Principal & LPL Branch Manager

Company: BMF Investments Inc.

Address: 12910 NW 145th Terrace, Platte City, MO 64079

Phone: (816) 243-0212

Website: bmfinvestmentsinc.com/

Email: [email protected]

Disclaimer: Securities offered through LPL Financial – Member FINRA & SIPC.  Investment advice offered through BMF Investments, Inc., a registered investment advisor and separate entity from LPL Financial. BMF Investments, Inc. is registered as an investment adviser in the states of Missouri, Kansas and Louisiana.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, IA, KS, LA, MI, MO, OK, and TX.

Mark Minella

President, CFCA, CFSMark Minnella | Christian Financial Advisor in St. Louis, MO

Company: Integrity Investors L.L.C.

Address: 12647 Olive Blvd., Suite 105, St. Louis, MO 63141

Phone: (314) 212-1404

Website: www.integrityinvestors.com

Email: [email protected]

Notes: Along with co-founding the National Association of Christian Financial consultants, Inc Mark designed the first faith based professional designation, Certified Christian Financial Consultant (CCFC), program in the industry. His extensive background as pioneer and leader in the faith based investment movement provides valuable guidance and discernment to the portfolio management offered through Integrity Investors, LLC.

Mark is President and founder of Integrity Investors, L.L.C., a company formed to evaluate and design portfolios for discerning individuals, specializing in investment strategies that allow individuals to invest with integrity, aligning their investments with their individual values, principles, and personal beliefs.

Mark has maintained financial practice for over 18 years and is the author of financial software including the Integrity Planning Model. He is the host of the “More than Money” radio show. Professional Designations and Registrations C.C.F.C- Certified Christian Financial Consultant, C.F.S.-Certified Funds Specialist, Series 7,24,63,65 FINRA registrations.

Disclaimer: Mark Minnella is a Registered representative of and securities are offered through WFG Investments, Inc., Member FINRA and SIPC, Integrity Investors, L.L.C. is not affiliated with WFG Investments, Inc.

Cape Girardeau, Columbia, Joplin, Lee’s Summit, St. Joseph, St. Robert, Springfield

Montana

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Nebraska

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Nevada

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New Hampshire

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New Jersey

Henry Liao, CRPC®

Financial Advisor

Henry Liao | Christian Financial Advisor in Parsippany, NJ

Company: Ameriprise Financial Services, Inc.

Address: 200 Campus Drive; Suite 150, Florham Park, NJ 07932

Phone: (973) 549-6708

Website: AmeripriseAdvisors.com/henry.c.liao

Email: [email protected]
Disclaimer: Ameriprise Financial provides financial services without regard to religious affiliation or cultural background. Henry Liao is not affiliated with SeedTime.com.

James D. Kinney

CFP®, MBA

James D. Kinney | Christian Financial Advisor

Company: Financial Pathways, LLC

Address: 1200 Route 22 East, Suite 2000, Bridgewater NJ 08807

Phone: 908-203-4664

Website: www.financialpathways.net

Email: [email protected]
Disclaimer: Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Financial Pathways is neither a subsidiary of or controlled by CFD Companies. Not Affiliated with SeedTime.com.

New Mexico

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New York

Gregory J. Harrison

Greg Harrison | Christian Financial Advisor in Rochester, NY

Financial Advisor

Company: Resource Financial Services

Address: 481 Penbrooke Dr., Ste. 3B Penfield, NY 14526

Phone: (585) 598-3674

Website: www.rfsinvesting.com

Email: [email protected]

Notes: Resource Financial Services has been committed to providing clients with dedicated service since 1993. With over 41 years of combined experience in the insurance and investment industries, we are equipped to solve a wide variety of financial problems through comprehensive planning and sound product selection.Our capabilities include: Investment Advisory Services, Insurance Planning and Placement, Education Planning and Funding, Retirement Planning and Funding, Charitable Giving Strategies.

Disclaimer: Wall Street Financial Group Inc. RIA Member FINRA/SIPC.

North Carolina

Benjamin Glover

Financial Planner | Business Advisor

Company: Stewarding Wealth Strategies

Address: 13356 Six Forks Road, Raleigh, NC 27609

Phone: (919) 881-7980

Website: www.stewardingwealth.com

Email: [email protected]

Notes:

I am a Qualified Kingdom Advisor and an Local Provider for Dave Ramsey. I currently hold the following registrations: Series 66, Series 7, Life and Health Insurance, and Long-Term Care Insurance. I have a vast amount of experience working with individual family clients and small business corporate clients. I also have performed numerous speaking engagements on various financial topics.

Specialties include: Personal and Business Comprehensive financial analysis, Executive benefits and Stock Options, Business owner Group Health, Life, Liability, and complex insurance strategies and analysis, 401(k) analysis and implementation for owners and employees, Management of small business retirement plans, Brokerage services and porfolio review, Estate and tax planning strategies, Charitable Giving and Foundation management, Financial workshops and guest speaking.

Disclaimer: Securities offered through FSC Securities Corporation, a registered broker-dealer and Member FINRA and SIPC. Not Affiliated with ChristianPF.com.

North Dakota

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Ohio

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Oklahoma

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Oregon

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Pennsylvania

John E. Baker

Managing Director | CFP®, ChFC®, CLU®, RFC®, APMA

John E. Baker | Christian Financial Advisor in PA

Company: Kingdom Financial Group A financial advisory practice of Ameriprise Financial Services, Inc.

Address: 652 West 6th Street, Erie, PA 16507-1173

Phone: (814) 836-5234

Website: kfg-online.com

Email: [email protected]

Notes:

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where we can help. We’ll take the time to listen to you and understand your goals and dreams. We’ll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

Richard Bryan

Principal, CFP®

Richard Bryan, CFP® | Christian Financial Advisor

Company: Bryan Wealth Management, LLC

Address: 17 Ironstone Dr., Reading, PA, 19606

Phone: 800-593-2494

Website: www.bryanwealth.com

Email: [email protected]

Notes:

Bryan Wealth Management is a fee-only financial planning firm that prides itself on personal service and trusted advice. We are committed to providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs. We provide wealth management, cash flow analysis, retirement planning, and risk analysis. Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action. Our reward is satisfied clients!

Disclaimer: Investment advisory services are offered through Bryan Wealth Management, LLC, a Pennsylvania, Virginia and South Carolina registered investment advisor. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Nothing in this document is intended as legal, accounting, or tax advice, and is for informational purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Not Affiliated with SeedTime.com.

Douglas Denlinger

ACBC, QKA

Douglas Denlinger | Christian Financial Advisor in PA

Company: LifeGuide Financial Advisors

Address: 176 Cumberland Parkway, Suite 202 Mechanicsburg, PA 17055

Phone: (717) 796-1700

Website: lifeguidefa.com

Email: [email protected]

Notes:

A native of Carlisle, Pennsylvania, Doug is the Managing Partner of LifeGuide Financial Advisors. He serves as a Lead Advisor for LifeGuide clients and is responsible for the management of the firm’s day to day operations. Doug has earned the Qualified Kingdom Advisor designation from Kingdom Advisors Inc., which was founded by Ron Blue and Larry Burkett to empower financial professionals with biblical wisdom. He is also an Endorsed Local Provider (ELP) of Dave Ramsey for investments and long-term care insurance. He has acquired his Series 7, 63, and 65 securities licenses as well as his life and health insurance licenses. Doug also holds the Advanced Chartered Benefits Consultant designation.

Doug is recognized as a National Equity Leader by ProEquities and identified by Advisors Financial Group as a member of their Inner Circle-Cabinet Advisors Group. In the past, Doug has also been honored to receive Everence’s exclusive President’s Stewardship Award given to an individual “who has demonstrated holistic stewardship practices in all areas of their lives as well as their vocation.”

Disclaimer: We primarily serve clients in Mechanicsburg, Camp Hill, Carlisle and Mt. Holly. We also are pleased to serve the surrounding communities of: Lancaster, Ephrata, York, Hershey, Dillsburg, Boiling Springs, Newville, Newburg, Chambersburg, Shippensburg, Gettysburg, Hanover, Duncannon, Harrisburg, Linglestown, New Cumberland, Lebanon, Mount Joy, Elizabethtown and Middletown.
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a registered Broker-Dealer, member, FINRA & SIPC. LifeGuide Financial Advisors LLC is independent from ProEquities, Inc.

Paul Williams

Candidate for CFP® Certification

Paul Williams | Christian Financial Advisor

Company: Provident Planning, Inc.

Address: 195 King Pen Road, , Nottingham, PA 19362

Phone: (717) 715-0980

Website: providentplan.com

Email: [email protected]

Notes:

I’m a fee-only financial planner offering hourly and flat fee planning. I also prepare tax returns (often at a lower cost than CPAs and chain tax prep companies). I can help you with questions on budgeting, debt management, income taxes, retirement planning, insurance, investments, education planning, and small business planning. Give me a call today – our first meeting is free!

Disclaimer: Provident Planning, Inc. (“PPI”) is a Pennsylvania registered investment adviser. Representatives of PPI are in compliance with the current registration requirements imposed on registered investment advisers by those states in which PPI has clients. PPI will only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. This information is distributed for educational purposes only and should not be considered personalized investment advice for compensation, an offer of any security for sale, or a solicitation or attempt to effect securities transactions. Any subsequent, direct communication by PPI with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client lives. Not Affiliated with SeedTime.com.

Rhode Island

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South Carolina

Jay Peroni

CFP, President and CEO of Faith-Based Investor, LLC and author of The Faith-Based Millionaire

Jay Peroni | Christian Financial Advisor in South Carolina

Company: Faith Based Investor

Address: 3301 Salterbeck Ct. Suite 201, Mt. Pleasant, SC 29466

Phone: (866) 594-9919

Website: www.faithbasedinvestor.com

Email: [email protected]

Disclaimer: Jay Peroni is not affiliated with ChristianPF.com.

Richard Bryan

Principal, CFP®

Richard Bryan, CFP® | Christian Financial Advisor

Company: Bryan Wealth Management, LLC

Address: 1310 Camp Road, Charleston, SC 29412

Phone: 800-593-2494

Website: www.bryanwealth.com

Email: [email protected]

Notes:

Bryan Wealth Management is a fee-only financial planning firm that prides itself on personal service and trusted advice. We are committed to providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs. We provide wealth management, cash flow analysis, retirement planning, and risk analysis. Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis, nor do we benefit from recommending any particular course of action. Our reward is satisfied clients!

Disclaimer: Investment advisory services are offered through Bryan Wealth Management, LLC, a Pennsylvania, Virginia and South Carolina registered investment advisor. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Nothing in this document is intended as legal, accounting, or tax advice, and is for informational purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Not Affiliated with ChristianPF.com.

South Dakota

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Tennessee

Jay Peroni

CFP, President and CEO of Faith-Based Investor, LLC and author of The Faith-Based Millionaire

Jay Peroni | Christian Financial Advisor in Tennessee

Company: Faith Based Investor

Address: 3301 Salterbeck Ct. Suite 201, Mt. Pleasant, SC 29466

Phone: (866) 594-9919

Website: www.faithbasedinvestor.com

Email: [email protected]

Disclaimer: Jay Peroni is not affiliated with SeedTime.com.

Dale P. Beals

President

Dale P. Beals | Christian Financial Advisor

Company: Dale Beals Financial Wisdom LLC

Address: 128 Captains Circle, Hendersonville, TN 37075

Phone: 615-414-1942

Website: PortfolioWisdom.com

Email: [email protected]

Notes:

Dale Beals Financial Wisdom LLC, is a fee-only Registered Investment Advisor(RIA). We are independent, and not affiliated with any broker-dealer, bank, or insurance company. We do not sell any financial products. Rather, we focus on managing investment portfolios for our clients. As an RIA, by law, we have accepted a fiduciary relationship with our clients, which legally requires us to put client interests first (unlike traditional brokerage, insurance, or bank advisors).

We also provide the mobile app PortfolioWisdom, which changes everything for the Individual Investor managing their 401k or their own investment accounts. This is a tool that helps the individual effectively manage his portfolio risk and asset allocations without spending an arm and a leg on commissions, annual fees, or subscriptions. This app runs on recent iPhones, Android devices (including Kindle), and the Chrome and Safari browsers.
The subscription cost for this app is $10 every two years. The methodology underlying PortfolioWisdom is the same one that Mr. Beals uses as a tool in managing his clients’ portfolios.

Disclaimer: Not Affiliated with SeedTime.com.

Benjamin Glover

Financial Planner | Business Advisor

Company: Stewarding Wealth Strategies

Address: 13356 Six Forks Road, Raleigh, NC 27609

Phone: (919) 321-1790

Website: www.stewardingwealth.com

Email: [email protected]

Notes:

I am a Qualified Kingdom Advisor and an Local Provider for Dave Ramsey. I currently hold the following registrations: Series 66, Series 7, Life and Health Insurance, and Long-Term Care Insurance. I have a vast amount of experience working with individual family clients and small business corporate clients. I also have performed numerous speaking engagements on various financial topics.

Specialties include: Personal and Business Comprehensive financial analysis, Executive benefits and Stock Options, Business owner Group Health, Life, Liability, and complex insurance strategies and analysis, 401(k) analysis and implementation for owners and employees, Management of small business retirement plans, Brokerage services and porfolio review, Estate and tax planning strategies, Charitable Giving and Foundation management, Financial workshops and guest speaking.

Disclaimer: Securities offered through FSC Securities Corporation, a registered broker-dealer and Member FINRA and SIPC. Not Affiliated with SeedTime.com.

Texas

John Gowan

Company: Financial Legacy Builders, L.L.C.

Location: Houston, TX

Phone: (832) 971-6725

Website: www.FinancialLegacyBuilders.com

Email: [email protected]


Notes:
Financial Legacy Builders, L.L.C. is an asset management and financial consulting firm located in the greater Houston area. We not only serve clients who live near Houston but also provide our services outside the local area through the use of virtual meetings (i.e. web conferencing, teleconferencing, etc.). The firm specializes in assisting young adults in their 20s and 30s with the often difficult tasks of eliminating debt, building wealth through diligent investing, and giving to those in need.

Disclaimer: Financial Legacy Builders, L.L.C. is a Registered Investment Advisor in the State of Texas. Neither John Gowan nor Financial Legacy Builders is affiliated with ChristianPF.com.

Dale Hearn

CFP®, ChFC

Company: Strategic Financial Advisors

Address:14550 Torrey Chase Blvd Ste 270, Houston, TX 77014

Phone: (281) 444-8732

Website: www.houstonstrategic.com

Email: [email protected]

Notes: Our mission is to help you to become good stewards of your financial resources.

Disclaimer: Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and a division of ProEquities Inc. Securities offered through ProEquities Inc., a Registered Broker-Dealer, Member FINRA & SIPC Strategic Financial Advisors is independent of ProEquities Inc.

Benjamin Glover

Financial Planner | Business Advisor

Company: Stewarding Wealth Strategies

Address: 13356 Six Forks Road, Raleigh, NC 27609

Phone: (919) 321-1790

Website: www.stewardingwealth.com

Email: [email protected]

Notes:

I am a Qualified Kingdom Advisor and an Local Provider for Dave Ramsey. I currently hold the following registrations: Series 66, Series 7, Life and Health Insurance, and Long-Term Care Insurance. I have a vast amount of experience working with individual family clients and small business corporate clients. I also have performed numerous speaking engagements on various financial topics.

Specialties include: Personal and Business Comprehensive financial analysis, Executive benefits and Stock Options, Business owner Group Health, Life, Liability, and complex insurance strategies and analysis, 401(k) analysis and implementation for owners and employees, Management of small business retirement plans, Brokerage services and porfolio review, Estate and tax planning strategies, Charitable Giving and Foundation management, Financial workshops and guest speaking.

Disclaimer: Securities offered through FSC Securities Corporation, a registered broker-dealer and Member FINRA and SIPC. Not Affiliated with SeedTime.com.

Utah

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Vermont

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Virginia

Willie T. Butler

LPA (LifePlanning Advisor)

Willie T. Butler | Christian Financial Advisor

Company: LifePlanning Institute, Inc. (Advisory Services)

Address: 733 Boush Street, Suite 100, Norfolk, VA 23510-1501

Phone: (757) 447-3260

Website: http://www.Life-Planning-Institute.org

Email: [email protected]

Notes:

The LifePlanning Institute provides educational tools, lifelong curriculum, coaching and practical training in Biblical Stewardship resulting in offering viable modern-day strategies for managing all of God’s resources the Kingdom Way.

Disclaimer: LPI Advisory Services is a financial coaching division of the LifePlanning Institute, Inc. Not Affiliated with ChristianPF.com.

Washington

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West Virginia

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Wisconsin

David A. Nielsen

David A. Nielsen | Christian Financial Advisor in Illinois

Registered Representative & Investment Advisor Representative, AEP, CAP, CFCA, ChFC, CSA, LUTCF

Company: CFD Investments, Inc. & Creative Financial Designs, Inc.

Address: 112 Sherwood Drive, Cary, Il 60013

Phone: 847-639-3215

Website: www.davidanielsen.com

Email: [email protected]

Notes: What are your goals? Have you considered whether you want the Federal Government or State Government to be your largest heir? My mission is to guide clients, businesses, and charities in the process of establishing their financial,personal,and business goals through the proper stewardship of money, possessions, and talents.

Disclaimer:Adviser not licensed in all States. Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and securities are Offered through cfd Investments, Inc., a Registered Broker/Dealer. Member FINRA & SIPC, 2704 South Goyer Road, Kokomo, Indiana 46902-4167, Phone Number (765)453-9600.

Wyoming

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