Biblically responsible investment management and financial planning for Christian families — guided by over 100 years of combined experience and an unwavering commitment to your best interest.
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.
Actively managed portfolios aligned with your values, goals, and risk tolerance — all screened through our biblically responsible investing framework.
Learn moreA living financial plan that adapts as your life does — covering retirement, taxes, education, insurance, and more, grounded in biblical stewardship principles.
Learn moreGuidance through accumulation, income distribution, and legacy — so your retirement honors both your family's needs and your stewardship calling.
Learn moreCoordinating with your attorney to structure the transfer of your assets wisely — protecting your family and ensuring your wishes are honored.
Learn moreStrategic charitable giving that creates multigenerational legacies, optimizes tax benefits, and funds the causes closest to your heart.
Learn morePersonal trust administration through a corporate trustee, coordinated with our investment management to protect your family's legacy long-term.
Learn more1 Corinthians 10:31 — "So, whether you eat or drink, or whatever you do, do everything for the glory of God."
Proverbs 13:22 — "A good man leaves an inheritance to his grandchildren, but the sinner's wealth is stored up for the righteous."
These aren't words on a wall — they shape how we answer the phone, how we respond under pressure, how we manage your money, and how we serve you in your most vulnerable moments.
Love God, and love people in everything we do. It's the foundation that shapes every interaction — with clients, with each other, and with our community.
Our standard isn't set by what the client would notice — it's set by the Lord we serve. We go beyond the minimum in every detail, every time.
Doing the right thing even when no one is watching. In a fiduciary relationship built on trust, integrity isn't optional — it's the price of admission.
Wisdom over impulse. Making thoughtful, measured decisions as stewards of God's resources — protecting long-term goals over short-term temptation.
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.
Every investment is screened through our BRI framework — aligning your portfolio with your faith by investing in responsible companies and avoiding those that contradict biblical values.
As a registered fiduciary, we are legally obligated to act in your best interest. We don't earn commissions — our fee-only structure keeps your goals at the center of every recommendation.
Your financial life is supported by an experienced team of advisors, planners, and service professionals — not a single individual. We combine over 107 years of collective expertise.
Headquartered in New Braunfels, Texas with a second office in Land O' Lakes, Florida. We serve Christian families across the country through virtual and in-person meetings.
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Join Bob Barber and Shawn Peters as they explore what God's Word says about money, investing, saving, giving, and building a financial legacy that honors Him. New episodes released regularly with practical biblical wisdom for every season of life.
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.
