Honor God Through Faithful Financial Stewardship
Our Services
Comprehensive Financial Guidance Rooted in Biblical Wisdom
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.
Investment Management
Financial Planning
Retirement Planning
Estate Planning
Planned Giving
Trust Services
Who We Are
Our Mission & Vision
Our Mission
Provide the best Biblical advice and investment management for investors to honor God during their careers, retirement, and beyond.
Our Vision
Every Christian stewarding their resources to honor God and expand God's Kingdom for generations.
Our Core Values
The Principles That Guide Everything We Do
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
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.
Excellence
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.
Integrity
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.
Prudence
Wisdom over impulse. Making thoughtful, measured decisions as stewards of God's resources — protecting long-term goals over short-term temptation.
Why Choose Us
Faith-Driven Expertise You Can Trust
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.
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Biblically Responsible Investing
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.
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Fiduciary Commitment
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.
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Team-Based Approach
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.
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Serving Clients Nationwide
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.
Client Reviews
What Our Clients Say
5.0 Rating from 30+ Google Reviews
Our Podcast
Christian Financial Perspectives
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.
Ready to Steward Your Resources with Confidence?
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.