Turn financial complexity into faithful clarity.
For Christian families navigating real financial complexity, Seek First provides tailored, comprehensive wealth management built around your faith, your family’s future, and the legacy only you can leave.
We’ll help optimize your entire financial life with a comprehensive strategy for retirement, taxes, investments, estates, and risk.
Faithful families need financial clarity, too.
You’ve been diligent—with your career, your investments, and your convictions. But at a certain point, your financial picture gets complex enough that you start wondering:
-
Will I have enough to retire when I’m ready?
-
Am I leaving money on the table by missing proactive tax strategies that could fuel my family’s future?
-
Am I leaving a clear, God-honoring estate roadmap or a legal headache for my heirs?
-
Is my generosity a proactive strategy or just a series of random gifts?
We get it. Financial complexity is stressful, even for those whose hope is grounded in something greater.
Seek First helps bring clarity and confidence to your wealth with optimized financial planning guided by your faith.
One relationship.Clarity across every part of your financial life.
Financial complexity often comes from fragmented advice that treats each decision in isolation. We bring your full financial life under one coordinated plan that serves every season of life.
Retirement Planning
We help you define what financial independence means for you, then build a strategy that ensures your retirement sustains both your lifestyle and your legacy goals.
Tax Strategy & Filing
Eliminate the disconnect between your wealth plan and your tax return. We handle your entire tax life under one roof—from proactive planning to final filing—so you never have to manage a separate relationship with an outside CPA.
Investment Management
We build diversified portfolios tailored to your values, risk tolerance and timeline to support both family provision and purposeful giving.
Trust & Estate Planning
Simplify your estate with an attorney on your side. With a dedicated attorney on our team, we strive to ensure your legal documents and financial strategy work as one to protect your family, minimize taxes, and secure your God-honoring legacy.
Risk Management
We evaluate your life, long term care, health and property insurance coverages to ensure your family's financial security isn’t compromised by unexpected events.
Impact Planning
We help you move from reactive giving to intentional strategies that maximize your tax efficiency and Kingdom impact.
Turning abundance into impact.
Our Specialty:
Wealth management built on a Biblical foundation.
We believe money is just a tool, and wise stewardship matters. As a company founded in Christian values, we understand the unique financial concerns and opportunities facing believers today.
We work alongside your family to resolve financial complexity, freeing you to Seek First the Kingdom and steward your wealth for eternal impact.
More than generic advice
— inner-circle advocates.Our multi-family office works with families who want more than surface-level recommendations—they want someone who understands the full picture of their life.
That means taking time to know what’s important to everyone, thinking long-term, and advocating for the kinds of integrated strategies we’d want for our own family.
Generosity is in our DNA.
It’s hard to know which financial firm will truly put you first.
At Seek First, we give away 100% of our profits every year because generosity is built into our firm’s DNA.
It starts with us because we take Scripture seriously when it says, “To whom much is given, much is required.”
Trusted by Bay Area families like yours
testimonials
“I used to feel like everything was on my shoulders. Seek First gave me peace of mind I didn’t think was possible. We’d rate them a 12 out of 10. Absolute pleasure to work with. They’ve earned our trust—and that’s saying a lot.”
— Brian & Sheri T.
“Ever since I’ve had Seek First looking after my finances, I can sleep at night. Taking care of things like my various insurances, car lease, and trust takes such a weight off me because those are the kinds of things that normally keep me up at night worrying.”
— Rebecca T.
“In a world of AI agents, you don’t find a lot of people who are willing to spend the time with you and actually help you. I can’t thank Seek First enough.”
— Karun N.
“They’re like a CFO for your life. It’s not just about beating the market, but helping you do what you actually want to do with your money.”
— Eric C.
“I trust them completely. They’re honest, approachable, and deeply invested in our future. We plan to be with them forever, they’re a valuable part of our life now!”
— Donna F.
“Knowing that Seek First’s grounding is Biblical is inspiring and reassuring and allows us to trust, knowing we have the same Big Boss.”
— Bill & Sumi J.
Trusted by Bay Area families like yours
Testimonials
This is just placeholder text. Don’t be alarmed, this is just here to fill up space since your finalized copy isn’t ready yet. Once we have your content finalized, we’ll replace this placeholder text with your real content.
Sometimes it’s nice to put in text just to get an idea of how text will fill in a space on your website.
“Ever since I’ve had Seek First looking after my finances, I can sleep at night. Taking care of my investments, insurances and car lease takes such a weight off me because those are the kinds of things that normally keep me up at night worrying.”
— Rebecca T.
“In a world of AI agents, you don't find a lot of people who are willing to spend the time with you and actually help you. I can't thank Seek First enough.”
— Karun N.
“They’re like a CFO for your life. Not just about beating the market, but helping you do what you actually want to do with your money.”
— Eric C.
“Knowing that Seek First’s grounding is biblical is inspiring and reassuring and allows us to trust, knowing we have the same Big Boss.”
— Bill & Sumi J.
“I used to feel like everything was on my shoulders. Seek First gave me peace of mind I didn’t think was possible. We’d rate them a 12 out of 10. Absolute pleasure to work with. They’ve earned our trust—and that’s saying a lot.”
— Brian & Sheri T.
“I trust them completely. They’re honest, approachable, and deeply invested in our future. We never feel like we’re not going to continue with them. They’re just part of our life now.”
— Donna F.
We manage over a quarter of a billion dollars in discretionary assets for 80+ families.
Schedule a free callOur process is simple.
We handle the strategy and details; you get the clarity and confidence you desire.
The Financial Roadmap Meeting
We sit down with you to turn your values and goals into a crystal-clear roadmap for the future you actually want to live.
The Comprehensive Financial Strategy
Our team architects a strategy for your five pillars of finance—taxes, investments, legal, insurance, and goals—so every element is optimized for your benefit.
Lifetime Guidance
We streamline your account transfers within weeks, moving quickly into a rhythm of proactive, ongoing advice that supports you for life.
We coordinate with your current advisors and handle the heavy lifting.
Are we the right firm for you?
You're a great fit if you:
Have $1M+ in investible assets
Value comprehensive, coordinated advice
Want a team that understands your values and goals
If this sounds like you, let’s connect.
Meet your partners in stewardship.
Our team has over 100 years of combined experience in the financial services industry.
Founder and CEO
Scott Pearring, CFP®
CFP® | Tax Strategist | Over 16 years in finance
“Having grown up in the church as a pastor’s kid, I have a deep passion for helping Christian families achieve financial independence so they can recognize their abundance and give from a place of overflow.”
Lead Advisor
Aaron Beeson
Series 65 | Over 15 years in finance
“I love helping people make well-informed decisions and be good stewards of their time and resources.”
Tax Director
Seong Chan, CPA
CPA | Over 30 years in finance
“I believe tax and financial planning are powerful tools to help Christian families steward God’s resources with wisdom and integrity.”
Service Advisor
Trystan Cleaver
Series 65 | Over 8 years in finance
“It is especially rewarding serving the Seek First community as we help provide financial peace of mind with a faith focus.”
Complexity into clarity. Abundance into impact.
As strategies align and decisions become clearer, our families experience a new sense of peace knowing their wealth is working in harmony with their faith.
We want to help you optimize your full financial life and create pathways for lasting impact that reflect who you are, what you believe, and the impact you’re called to make.
Together, we can turn financial complexity into faithful clarity.
How can we help you optimize your wealth?
Let’s start with a 20-minute complimentary consultation.
Share a few details, and we’ll explore how a partnership with Seek First could bring clarity and confidence to your full financial life.
Do I qualify to become a client?
We work with clients from all walks of life, though most have portfolios of $1 million or more (excluding real estate and certain retirement accounts).
Advisory relationships are subject to a $1,500 minimum monthly fee.
If we aren’t the right fit, we’ll do our best to answer your questions and point you in the right direction.
How do you charge for your services?
We charge a transparent fee based on your investments, starting at 1.5% for the first $1 million and decreasing as your assets grow. There are no commissions, hidden fees or extra charges for tax or estate planning.
We bill monthly for maximum flexibility: if at any point you feel the value doesn’t outweigh the cost, you’re free to walk away–there are no long-term commitments.
How do you justify your fee?
Our partnership buys back your time and peace of mind. While we drive tangible value through sophisticated tax, investment and retirement strategies, the true benefit is living confidently without second-guessing your decisions or needing to become the expert yourself.We allow you to step away from the spreadsheets and focus on your calling, confident your financial engine is being managed by professionals.How long does the transition take?
Accounts transition immediately after our engagement, and the full transition takes about 2-4 weeks. We coordinate with your current advisors and handle the heavy lifting for you.
Do you offer proactive tax planning?
Absolutely. Most CPAs excel at reporting the past, but we specialize in optimizing your future. We don’t just record history; we help you architect your future through proactive strategies that protect your wealth from unnecessary taxes—both this year and for decades to come.
What does faith-based planning mean?
It means aligning your finances with your faith and values. We help you manage your resources wisely so you can live generously, fulfill your calling, and leave a lasting legacy.
Because we are founded on Christian values, we prioritize wise stewardship over building “bigger barns”. We view money as a tool for impact, not an end in itself. While the world fixates on accumulating earthly treasures, we prioritize eternal impact and helping you Seek First the Kingdom.
Where will my money be? Do I still own the accounts?
You maintain full ownership to your accounts at Charles Schwab, a leading independent custodian. We act as your professional navigator with limited authority to manage the trades and strategies on your behalf. Because we are independent and commission-free, our advice is never tied to a specific product—only to your goals.
How does transferring money work?
Moving your accounts is a simple, secure process. We transfer your investments “in-kind,” meaning nothing is sold or changed during the transfer. Your IRAs or brokerage accounts stay exactly the same, the only difference is where you log in. We don’t make any changes to your portfolio until you approve a personalized plan built around your goals and tax strategy.
Do you only serve Christians?
Not exclusively, but the vast majority of our client community are people of faith. But if you approach your finances from a values-driven perspective and share a heart for generosity, we may still be a great fit for you.
What makes you different?
We strive to live up to our values of Seeking First the Kingdom by donating the 100% of our profits to charity each year.
Are you a fiduciary?
Yes. We are legally and ethically bound to act as your fiduciary, meaning your interests must always come before our own. For us, this isn’t just a legal requirement—it’s a commitment to transparency. You can rest assured that the strategy we build for your family is objective, honest, and focused solely on your success.