Aligning your faith and finances with Biblically Responsible Financial Planning:
Our mission is to help you make the most of all you’ve been given, so you can live a life rich in meaning and gratitude. We will make it a priority to deliver thoughtful financial guidance based on your Christian values.
Book your strategy session and discover financial clarity from a biblical perspective.
Cost: Flat annual fee; paid monthly.
Discover the Power of Biblically Responsible Investing (BRI)
Are you seeking to align your financial decisions with your faith? Imagine an investment portfolio that not only grows your wealth but also reflects your deeply held biblical values. With Biblically Responsible Investing (BRI), you can achieve just that.
In our session, we'll provide personalized strategies to help you integrate BRI into your financial plan, ensuring your investments reflect your faith and values. Don’t miss this opportunity to make your money work for a higher purpose.
Click here to book your session with Rob today and start investing with integrity!
Cost: Quarterly fee; paid from your assets under management or other sources.
Frequently Asked Questions
Who do you typically work with?
Our team most often works with individuals and families who are actively engaged in a Christian church and who desire to integrate their faith into their financial decisions. These clients tend to connect most naturally with our planning process, which is rooted in biblical principles and Scripture‑anchored guidance. That said, every client relationship is unique. We are thoughtful about ensuring there is alignment between a client’s goals, values, and our approach.
How does faith influence your advice in real financial decisions?
We believe faith—both ours and our clients’—plays a meaningful role in financial decision‑making. This conviction is why Amy obtained the Certified Kingdom Advisor® (CKA®) designation. CKA® training equips advisors to apply biblical wisdom to real‑world financial decisions, helping clients think through stewardship, generosity, contentment, and long‑term impact. Rather than separating faith from finances, we view them as closely connected.
Is your team commission‑based, fee‑based, or both?
We meet clients where they are. Our firm offers both fee‑based financial planning and commission‑based solutions, depending on a client’s needs, goals, and stage of life.
Our focus is not on fitting clients into a single model, but on providing guidance and solutions that are appropriate for their situation and aligned with their values.
Are you fiduciaries?
In many client relationships, we are legally held to a fiduciary standard. Regardless of structure, we choose to act in a fiduciary capacity—placing our clients’ interests first and providing guidance aligned with their goals and values.
How is your planning process different from traditional financial planning?
Traditional financial planning often focuses primarily on numbers, performance, and projections. Our process goes further by intentionally incorporating your faith and values, and by considering how Scripture may inform financial priorities, decisions, and long‑term direction.
What areas of financial planning do you cover?
We provide guidance across a broad range of planning areas, including:
- Retirement planning
- Investment strategy
- Tax‑aware planning (coordination and strategy, not tax preparation)
- Insurance and risk management
- Estate and legacy planning (coordination, not legal services)
- Generosity and charitable giving
- Cash flow and goal planning
Our goal is to help clients understand how these areas work together, rather than addressing them in isolation.
Do you coordinate with CPAs and estate attorneys?
Yes. We regularly coordinate with CPAs and estate attorneys and believe this separation of roles is both practical and biblical. By having your CPA, estate attorney, and financial advisor serve as separate professionals, you benefit from multiple trusted perspectives and the ability to “check counsel” (Proverbs 15:22) when making important decisions.
What states are you licensed in?
Our Financial Adviser Partners are licensed in AL, CO, DE, FL, GA, ID, MD, MI, MS, MT, NC, NJ, PA, SC, TN, TX, UT, VA. Licensing requirements vary by state, and we confirm proper licensing before providing advice or recommendations. Additional states are considered when appropriate.
Do you work with churches, schools, or charitable organizations?
Yes. In addition to individuals and families, we work with Christian churches, schools, and charitable organizations. This includes support for employee retirement plans, endowments, generosity strategies, and educational seminars. We also offer resources related to charitable giving, digital safety, and legacy planning to help organizations serve both their leadership and broader communities.
Our first consultation is always FREE and can be booked by calling our office at (772) 408-0771 or booking online at: Calendly - Pathfinder Financial Group
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
