About Us



A NOTE FROM THE PARTNERS…

At LifeGuide Financial Advisors, we know that you want to feel peace, freedom, and have the confidence to make an impact with your finances. The problem is that you’re too busy living life to figure out the complex world of finance.

We believe that honoring God with your wealth shouldn’t be time-consuming or stressful. It should be exciting and deeply fulfilling.

We understand that it can be difficult to manage your own finances. Our advisory teams bring the objectivity, technical competence, and worldview to help you make wise decisions. LifeGuide clients are making a dramatic impact on their families, their communities, and throughout the world.

We invite you to schedule a call with us today. Don’t settle for ordinary. We want you to dream big, experience life to the fullest, and achieve your maximum impact.



Sincerely,

PEACE | FREEDOM | IMPACT

LifeGuide exists to help families experience PEACE, realize FREEDOM,
and maximize their IMPACT by providing WISDOM for life’s most important decisions.

“Biblical principles guide how we advise our clients, treat our employees, utilize our profits, and lead our personal lives.”

Our Values

We continually strive to have every aspect of our firm reflect the character of Christ.

Our Culture

We are about personal service, long-term relationships, continual learning, meticulous follow-through, and purposeful focus.

Our Method

We offer an advisory approach that is

  • Holistic
  • Plan-centric
  • Team-based
  • Rooted in a Biblical worldview.

Our Beliefs

Principles for Financial Success

  1. Recognize that God owns it all
  2. Take a long-term view
  3. Spend less than you earn
  4. Plan for financial margin
  5. Minimize the use of debt
  6. Be generous
The Bible does not explicitly define an appropriate lifestyle. Financial contentment is not achieved by arriving at a particular lifestyle but rather from living within the means of God’s provision.
Investing is a means to an end, not an end in and of itself. Wealth is generally built by systematically saving over time. There is wisdom in seeking professional counsel and following a principled investment strategy in the context of a comprehensive LifePlan.
It is not possible to accumulate enough to feel financially secure, significant, or fulfilled. Each person’s “ENOUGH” is unique to them and should be determined through prayer and careful planning. Net worth is only a measure of God’s provision and not of significance or success.
Generosity is core to the character of God. Since we are created in His image, we were made to give. Giving benefits both the receiver and the donor. Generosity is an effective antidote for greed. Giving should be done regularly, cheerfully, intentionally, and proportionately to income.
Goals and guardrails help us identify and prioritize what we value most. Goals are to be achieved. Guardrails are not to be violated. Effective planning begins with short and long-term goals. Goals are a statement of faith and one way to see God at work. Goals are measured in terms of desired results and time. Guardrails help keep us on track by alerting us when we need to correct course.
Borrowing is not in and of itself wrong. Chronic, consumptive borrowing causes stress, limits financial flexibility, and mortgages the future. Debt often becomes a barrier to peace and fulfillment. A husband and wife should be in harmony about borrowing decisions. It is important to teach children about the dangers of debt. One of the keys to financial freedom is becoming totally debt free.
Insurance is an integral part of a comprehensive LifePlan. Purchasing appropriate insurance does not demonstrate a lack of faith but rather prudent planning. Using insurance to protect against every risk and achieve total peace of mind is not possible. Only God can provide true peace and security.
Careful tax planning with the goal of not paying unnecessary taxes is prudent. However, it should never be the ultimate driving force in financial decisions. Taxes should be calculated and paid honestly. In many ways, taxes are an indicator of God’s blessings.
Legacy planning is more than just estate planning. Both money and wisdom can be passed on for future generations. Money left without wisdom can have unforeseen and undesirable consequences. Legacy planning should begin early in life and consider the impact on beneficiaries as its primary objective. Fair does not always mean equal. Beneficiaries should appropriately be prepared and not surprised by legacy planning decisions.