Fiduciary Financial Advisors For Pastors

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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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Pastors


  • Financial Advisor Close to Pastors

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value Of A Retirement Financial Advisor For Pastors


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

Vanguard

$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.

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.
  • This field is for validation purposes and should be left unchanged.


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.



 

 


Pastors Financial Advisor FAQs

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.


Other Nearby Financial Advisors





Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.