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(830) 609-6986
About
Who We Are
Our Story →
How a fee-only fiduciary firm has served Christian families since 1993.
Our Team →
Meet the advisors behind 115+ years of combined experience.
Our Offices →
New Braunfels, Land O' Lakes & Rockport — or meet virtually from anywhere.
What We Stand For
What We Believe →
Our Statement of Faith — twelve beliefs that shape how we serve.
Biblically Responsible Investing →
How we screen every investment to honor biblical values.
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Meet the Team
The people behind your plan
115+ years of combined experience across our advisory team.
See our advisors →
Meet the Team →
Services
Fees & Service Tiers →
Transparent, fee-only pricing across three tiers — see exactly what you pay and what's included.
Build & Grow Your Wealth
Investment Management →
Biblically responsible portfolios, actively managed around your faith, goals, and risk tolerance.
Financial Planning →
A clear, Kingdom-focused plan covering every part of your financial life.
Retirement Planning →
Guidance for the transition into retirement and confidence for the years that follow.
Protect & Pass On Your Legacy
Estate Planning →
Coordinate the transfer of your assets and what you leave behind, alongside your attorney.
Planned Giving →
Strategies like donor-advised funds and charitable trusts to give generously and tax-efficiently.
Trust Services →
Support for establishing and administering trusts that protect and direct your legacy.
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Fee-Only Fiduciary
No commissions. Ever.
As a registered fiduciary, we're legally bound to act in your best interest.
See our pricing →
Find Your Service Tier →
Resources
Read
Articles & Newsletter →
Practical, faith-rooted insights on stewardship, markets, and planning.
What the Bible Says About Finance →
Explore the Scripture behind biblical stewardship.
Watch & Listen
Video Library →
Teaching videos, how-tos, and our full Christian Financial Perspectives podcast archive — all in one place.
Latest from the Video Library
A Biblical Worldview of Counsel and Advice
God never intended for us to navigate life—or our finances—alone. In the final episode of this 12-part series, Bob and Shawn ...
Watch or listen →
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