Faith-driven retirement planning and investment management for a flat annual fee
We provide ongoing financial planning, tax planning, and Biblically Responsible Investment management for Christians in or near retirement — for a flat annual fee.
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419-990-7526
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Retirement planning rooted in faith and stewardship
A lot of advisors try to be all things to all people — we don’t. Our expertise is specifically in helping Christians make the most of their finances before and during retirement, with investments that honor their values.
We combine careful tax minimization, retirement income planning, and charitable giving strategies with Biblically Responsible Investing. The result is a comprehensive plan that aligns your financial life with your faith.
We’re a standalone, independent firm — not affiliated with any banks, brokerages, or insurance companies. We’re fee-only fiduciaries, which means we don’t sell products for commission and are always required to act in your best interest. Our flat annual fee means your cost doesn’t increase as your portfolio grows.
What we do
We focus on four interconnected areas to help you steward what God has entrusted to you for the next chapter of life.
Tax Planning
Year-round tax strategy — Roth conversions, charitable bunching, RMD planning — so you keep more of what you have earned and steward it well.
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Building a sustainable, tax-aware income strategy that lasts through retirement — drawing thoughtfully from IRAs, 401(k)s, and brokerage accounts.
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Faithful generosity made strategic — donor-advised funds, qualified charitable distributions, and gifting plans that maximize kingdom impact.
Learn moreBRI Investment Management
Portfolios screened for alignment with Christian values — so your investments reflect what you believe, not just chase returns.
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Real people.
Real faith. Real expertise.
We're Christians first, financial advisors second — serving families who want their retirement planning, tax strategy, and investments to reflect what matters most. When you work with us, you work with real humans who share your values and genuinely care about your family's legacy.
We serve Christian families across the country through modern virtual tools and old-fashioned personal relationships — combining the reach of a national firm with the care of a local advisor.
Ready to see if we're a fit?
A short questionnaire, then a conversation. No pressure.