Faith-based wealth management solutions
Ensure your retirement roadmap, proactive tax planning, and Kingdom generosity align to fuel the lifestyle and legacy you are called to build.
Complete strategic alignment.
Zero disconnect.
When you have to coordinate an investment advisor, an outside CPA, an estate attorney, and an insurance agent, critical details get lost and strategies fall out of sync.
At Seek First, we simplify your financial life by serving as your financial CEO. You remain at the center while our specialized team coordinates and executes every moving part of your wealth under one roof.
With your investments, tax strategies, in-house CPA filing, insurance, and legal frameworks fully synchronized, you can feel confident that your resources are moving you closer to your Kingdom goals.
Our MAnagement philosophy
A holistic view of your finances
Financial
goals
We help you set goals, monitor your progress, and renew your goals as you achieve them and your life evolves.
Lifetime financial plan
We project your investment growth at every phase of life so you can prepare to retire at your optimal age.
Risk
tolerance
We customize recommendations that help you maximize returns and minimize fear around market changes.
Solutions managed by our team
Steward your wealth for
eternal impact
Retirement Planning
Confidently prepare for retirement by creating a strategy that leads to your financial independence.
What we do for you:
- Clarify your values, goals, and priorities
- Create and maintain your lifetime financial plan
- Help you make confident decisions on major life events
- Manage your investment accounts to maximize returns and minimize risk
Proactive tax strategy and filing
Stop reacting to tax season. Have your tax life engineered by your financial CEO team so tax efficiency is hardcoded into every choice.
What we do for you:
- Create proactive tax strategies and plans
- Identify opportunities to reduce taxes over time
- Monitor changes in income, investments, and laws
- Pay taxes (quarterly estimates, property tax, and entity tax)
- File taxes—completed by our in-house CPA
Investment management
Design an investment strategy that aligns with your goals, risk tolerance, and vision for Kingdom impact.
What we do for you:
- Manage and optimize your portfolio
- Adjust strategy as markets and your life change
- Coordinate and monitor accounts held outside our firm
Trust and estate planning
Secure your legacy by working with our in-house attorney to align your legal documents and financial strategy.
What we do for you:
- Review and coordinate your estate plan
- Ensure wills, trusts, and powers of attorney align with your goals
- Strategize entities and trusts
- Oversee contracts and major legal decisions
- Coordinate with your attorney to keep plans current and effective
Risk management
Protect your family’s financial security by making the most of your insurance coverages.
What we do for you:
- Complete a comprehensive review of your insurance coverages
- Strategize life and disability insurance and long-term care
- Coordinate property and casualty insurance
- Secure health insurance and analyze employer benefits
- Identify gaps that could threaten your financial plan
Generosity and impact
Make generosity an intentional part of your financial strategy.
What we do for you:
- Create strategies to maximize your impact
- Optimize charitable giving
- Manage gifting of assets
Our trusted partners
Best-in-breed tech
Trusted custodians
The client we serve best has these three qualities:
Wants to delegate
They’re looking for one trusted team to manage their goals, investments, tax, estate, and insurance, so they can stop managing the details themselves.
Faith Based
They give generously and see their wealth as a tool for impact.
Financially Successful
They have a net worth of at least $2 million.
Ready to experience what
faith-guided financial planning feels like?
We work with families who have more than $1 million in investible assets and are looking for a long-term, high-trust advisory relationship.
If that sounds like you, let’s start with a conversation.
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).
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.