Fiduciary Financial Advisors For Pastors

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Financial Advisor For Pastors


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Pastors


$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor Help Pastors?


Personal financial advisors are financial professionals that can help you secure, multiply, and diversify your wealth. They are adept at providing advice, planning, and management that makes targeted improvements to your finances, which leads to significantly greater long-term prosperity.

Financial advisors don’t only provide you with peace of mind; they can also save you enormous amounts of time and stress, while at the same time guaranteeing an expert level of care for your finances. Financial advisors can help with any of the following financial activities:

  • Planning for retirement
  • Asset management
  • Estate planning
  • Investment management
  • Life transition planning
  • Debt reduction and management
  • Tax planning

Questions Pastors Should Ask Their Financial Advisor


Are you a fiduciary?

Fiduciaries are a specific class of financial professionals that have a regulated ethical responsibility to their clients. You should only ever trust your money to a fiduciary.

How can I reach you during business hours?

Make sure that your advisor can provide you with at least one means of communication through which they are responsive. You never want to be left waiting on a call or email back when someone else is busy making decisions about your money.

What work will you do on the Sabbath/Shabbat?

Depending on your religious affiliation and specific beliefs, the handling of money during the Sabbath or Shabbat may be more or less acceptable. If you have any concerns regarding your faith, make sure to voice them upfront to your advisor; most will be more than happy to accommodate.

Find A Fee-Only Financial Advisor For Pastors

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Top Financial Advisors Serving Pastors

Financial advisors are money management experts that can help you maximize your financial standing. The work to prioritize, systematize, and optimize your finances. Financial advisors can offer one-time services, such as advice or planning, but most people who use an advisor choose to use their services for several years, even decades. The longer you work with your advisor, the more opportunity they will have to help your finances soar.

If you are a pastor, you are in a unique position because your income may be more or less directly charged to your church, which as a nonprofit, may sometimes be inconsistent. Our advisors understand these limitations and complexities, and have the knowhow required to make sure that your church is as well supported as you are.

Besides pastors, our advisors are also qualified to help those in the following fields:

  • Theologists and religious scholars
  • Rabbis and other religious leaders

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Pastors

Financial advisors generally charge a percentage of your assets under management as a fee for their services. Some advisors may also offer a flat rate or hourly fee structure.
Financial advisors can help pastors organize their finances, plan for retirement, help with taxes, and much more.
If you know any other pastors who use a financial advisor, asking them for recommendations is a good place to start. Otherwise, the internet is a great place to browse through many different firms and individuals quickly.
At first, your advisor will likely ask you to pay directly, such as through check or money transfer. Eventually, your returns should exceed the cost of your advisor, and so they may simply withhold their salary.