Honoring God with your wealth doesn’t have to be stressful.

Every day, we guide more than 500 families in making wise financial decisions.

Your family’s financial future is too important to leave to chance.

The stakes are too high. Take control of your financial future today.

 

Who is LifeGuide?


We manage over $170 million in assets.

We serve more than 1,100 individuals, businesses, and organizations.

Our financial advice is rooted in biblical principles.

*asset and client statistics as of 09.01.2018

heart-of-lifeguide

Life Planning

Plan for tomorrow, fully experience today

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Investment Management

Invest wisely to support your goals and values

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Asset Protection

Protect what matters most

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How we work together

Schedule a no-pressure phone call

Clarify and articulate your financial goals

Develop and implement your roadmap to success

Our purpose is simple.

We help you experience peace, realize freedom, and maximize your impact by providing you wisdom for life’s most important decisions.

Life should be exciting, fun, and deeply fulfilling! We believe life is about finding profound meaning by adding value to the people and causes that matter to you most. We believe wise financial management produces peace, freedom, and impact – leading to deep fulfillment.
We assign every client to a four-person advisory team led by a partner of the firm. We believe that four heads are better than one. Our team approach enables us to serve you better. You won’t be left on your own if an advisor isn’t available.
We have chosen a fiduciary business model that requires us to hold your interests above all others. As an independent Registered Investment Advisor (RIA), our success is aligned with yours. All individual LifeGuide employees are paid a salary and do not receive commissions.
We don’t just create a financial plan that sits on your shelf; we help you make wise decisions, manage the details, and turn your plans into reality. We answer your calls, return your emails, and talk in terms you understand. We walk with you to help keep you on the path to your goals while helping you pass wisdom and values to your children and grandchildren along the way. In the event of a loss, we are committed to caring for your surviving spouse and family members.
Your future is too important, and financial matters are too complex for cookie cutter answers or simplistic rules of thumb. Wise decision making must consider the tradeoffs of the many interrelated areas of your financial life, and our advisory teams bring the technical competence and curious resolve to get to the right answers for you. We continually educate our advisors, use industry-leading planning technologies, and take the time necessary to make recommendations that are specific to your unique situation.
We have created a flexible service and fee model to allow us to provide you with the services that you need. Our engagement model allows us to work with you whether you have an abundance of resources or are just starting out. We are transparent with our clients about our fees and strive to provide the most value for our services, expertise, and care as possible. Click here for more details.